How to Create/Update/Delete Custom Activity Templates in ATZ CRM & How to Use Activity Templates

Customizing activity templates in ATZ CRM helps streamline tasks by creating predefined structures for notes, activities, and tasks. This ensures consistency, saves time, and enhances collaboration. Whether for interviews, follow-ups, or feedback, activity templates capture key details efficiently. This guide will show you how to create, update, and delete templates for effective use in activities and notes.

Creating a Custom Activity Template in ATZ CRM

1. Access the Template Section:
   

   • Navigate to the Settings section and select Activity Template Customization.

2. Create a New Template:
   

   • Click on the Create New Template button.

• Name the template (e.g., 'Interview Template', 'Follow-Up Call Template'), and also name the entity and the 'Template For' as 'Activity'.

• Save the new activity template.

Updating a Custom Activity Template in ATZ CRM

1. Find the Template to Edit:
   
   

   • Navigate to the Activity Template Customization section and locate the template you want to update.
     
     

2. Edit the Template:
   

   • Click on the Edit button next to the template.
     
     

   • Save the updated template by clicking Save Changes.

Deleting a Custom Activity Template in ATZ CRM

1. Locate the Template:
   

   • In the Activity Template Customization section, find the template you wish to delete.
     
     

2. Delete the Template:
   

   • Click Delete next to the template.
     
     

   • Confirm the deletion when prompted.

How to Use Activity Templates in ATZ CRM?

1. Using Templates in Activities:
   

   • When creating a new activity (e.g., an interview), click on Insert Template.
     
     

   • Select the desired activity template (e.g., “Interview Template”).

• The predefined content from the template will be inserted into the activity creation form (e.g., questions to ask during the interview).
  
  

• Add any additional details, and save the activity.

2. Using Templates in Notes:
   

   • While adding notes for an entity, you can use the Insert Template option.
     
     

   • Select the note template (e.g., “Candidate Feedback Template”).

• The selected template body will be inserted.
  
  

• Save the note after entering the details.

For further details and reference. Contact our chat support team!