IQ Report - Journal Template List

Created by Martin Parkinson, Modified on Sun, 02 Jul 2023 at 03:20 PM by Martin Parkinson

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.


The report can be installed on Influence Professional systems from version 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.

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