Delete Merge Templates

You can delete a Microsoft Word or an Adobe InDesign merge template from the Ajera CRM database.

Ensure that you no longer need a template before you delete it because the deletion cannot be undone. You cannot delete system default or sample templates. After a template is deleted, it is no longer accessible in the Merge Templates functional area on the Access Rights tab of Role Security. It is no longer accessible in the Info Centers or Custom Proposals.

To delete a Word or InDesign merge template from Ajera CRM, complete the following steps:

1. From the Ajera CRM Navigation menu, click Configuration > General > Merge Templates.
2. In the Info Center Area field on the Merge Templates form, select the Info Center for the template that you want to delete.
3. In the Merge Templates grid, select the template to delete.
4. On the grid toolbar, click Delete.
5. Click Yes on the dialog box that says "The merge template that you selected will be permanently deleted, and all references to it will be lost. Do you want to continue?"