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Table Templates

Allows you to create word and excel templates that fetches data from subtables without writing a single line of code. Without Table Templates, creating the same template would require a customization hard coded to produce that exact (and only that) template. With Table Templates you, as a Lime CRM user, can easily set up similar templates, as many as you wish.

Features

Create a Word or Excel template in the Template Manager in Lime CRM Desktop Client with one or more tables with only a header row. Use Table Templates to choose what table, subtable and fields that should fill the table and make a nice template.

Examples of use cases:

• A quotation template
• A participant list

Word Templates

Create more advanced templates in Word.

Excel Templates

Create more advanced templates in Excel.

Mass Create Documents

Select multiple records and mass create documents based on a template.