This report will produce a list of Journal templates created on your Influence system to help you manage/maintain your templates.
The report will show the Call Type, "Scenario", creation date, subject, description and 'attachments'
Example - (Screenshot)
Notes/Special Features
This report looks at the Journal Templates file. The report lists Journal Templates (i.e. those for emails/phone calls/notes)
It does not list WORD document templates which can be made/merged through the system as these are a different thing.
Installation
The report can be installed on Influence Professional systems from version 1.00.14.109 or later by downloading the report attached to this article, then Dragging/dropping the report onto the [I Query] workbench within the [Admin] section of the system. For more information about installing IQ Reports, please Click Here
On newer Systems you can load the *.zip version of the report.
Attachments (3)
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article