Start a conversation

IQ Report - Journal Template List

Journal Template List (IQ Report)

Overview

This report will produce a list of Journal template 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'

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

ix_jnltplist.iqx

  1. 5 KB
  2. View
  3. Download
Choose files or drag and drop files
Helpful?
Yes
No
  1. Graeme Orchard

  2. Posted
  3. Updated

Comments