Returning to the main menu we still have numerous areas to discover. The next area we will visit is the templates area. This is the blue filing cabinet icon on the top menu.
In the system templates area there are areas to store letter templates, e-mail templates, faxed and plates, custom word replacement, custom paragraph text and the quote builder.
Templates may be created for all of the distinct areas of the businessman system.
If under the letter templates you choose the template named "Company Introduction", you will see text surrounded by the double left and right arrow symbols. These symbols contain custom text which is replaced by specific text depending on the area of the system where the template Is used.
For example, "Sal" is the abbreviation for salutation and "LAM" is the abbreviation for letter addressing method. For example, if you were creating a letter using this template to a prospect called John Smith, the salutation for him maybe "Dear" and the letter addressing method could be Mr Smith or John. When you have completed the latter, pressing the replace custom text button will automatically replace the abbreviations with the correct text.
Each module of the system will have its own custom word replacement.
The custom paragraph text under that tab, is used to create whole paragraphs of text that may be inserted into letters so you don't have to recreate them from scratch each time. This could be paragraphs of legal jargon or terms and conditions etc.
The quote builder is a comprehensive method of pre-creating complex quotes including images which may be used when creating your quote from the prospect or your customer contact. This will be covered in greater detail in another video.
Computech IT Services Ltd are certified FileMaker Pro Software Developers and are a member of the FileMaker Business Alliance. BusinessMan is a complete Business Management solution incorporating CRM Software, FileMaker Scheduling and booking software, FileMaker timesheet and Job management software, FileMaker Templates and Order processing software for your business. BusinessMan is your only complete Business Software for Mac and Windows.
