“Altico had experience implementing the multicurrency module plus an in-depth understanding of the accounting and financial reporting issues related to foreign currency transactions.”
 
CFO, Lexington MA Software Company

 

Placing a Graphic into an E-mail Template

The Microsoft Business Solutions CRM e-mail templates are HTML and browser-based. As a result, the following requirements must be met to include a graphic in a template:
        
• You must be able to display the graphic in a browser. This means that .gif and .jpg graphic formats work best.
• The e-mail template is an HTML file. Graphics are not "embedded" or attached; rather, only a link is placed in the file pointing to where the actual graphic is located.
• The graphic must be on a Web site that the e-mail recipient can access.

Steps for adding a graphic to an e-mail template:

1.  On the CRM Home page, click Settings, Template Manager, E-mail Templates.
2.  On the Actions bar, click New E-mail Template.
3.  Select a template type and click OK.
4.  Complete the details of the e-mail template.
5.  Open the Web page (using Internet Explorer) or Web site folder (using Windows Explorer) that contains the graphic. Usually all the graphics for a Web site are located in one folder. Links to the graphics in this folder are then placed in the Web files.
6.  Copy and paste the graphic to your e-mail template. Although the graphic will appear, you have copied and pasted only the link to that graphic.
7. Save the e-mail template.

 

 

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