Write Letter to Contact and/or Write Memo to contact and /or Write Fax to Contact entries in the Actions menu does not do nothing at all, why is this?

Version 1

    Details

    Write Letter to Contact and/or Write Memo to contact and /or Write Fax to Contact entries in the Actions menu does not do nothing at all, why is this?


    Resolution

    [CAUSE]
    There are no default templates defined for the  Letter: and/or Memo: and/or Fax: template set in the Document Management  Center set and shows as (none) - either the defaults were reset or the  previous set default template was deleted. There should be set 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|