Write Letter to Contact, Write Memo to contact and Write Fax to Contact entries in the Actions menu opens a simple rtf file, how to change it?

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    Details

    Write Letter to Contact, Write Memo to Contact and Write Fax to Contact entries in the Actions menu opens a simple rtf file, how to change it?



    Resolution

    The GoldMine default setting sets the default Letter:  to Blank Letter, the default Memo: to Sample Blank Memo and the default  Fax: to Fax Cover Sheet, which are based on rtf files. This can be  adjusted by assigning other templates to be the default templates

    [STEPS]
    1. to set own default templates
    2. Go To >> Document Templates
    3. Browse to the specific template you want to be your default template (this can be also from another user or a public template)
    4. Right Click on the desired template >> Set as Default >> select the desired default type Letter, Memo or Fax
    5. verify the functionality of the Actions >> Write ... menu if the action and template is the the desired one.
    6. the default templates can be changed any time again

    Additional Info:
    - the default templates setting are stored on a per user base in the USER.INI with the following details:
    [DocCtr]
    Def0=|recid of template|
    Def1=|recid of template|
    Def2=|recid of template|

    - a GoldMine Administrator can force the default templates by an user-override setting for the section in the GM.INI. This needs to be documented and communicated with the users as it will override their personal preferences
    [User-Override:DocCtr]
    Def0=|recid of template|
    Def1=|recid of template|
    Def2=|recid of template|