Operations CRM - Preview Statement Mailer Template

1. Navigate to "CRM"

   To preview statement mailer templates, navigate to the "CRM" in the operations portal.

   

2. Click "Companies"

   Then, click "Companies". In order to access "Companies" the account will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "companyView," "crmCompanyView," "companyEdit," "crmCompanyEdit," and "dispatch." Just a reminder, "crmCompanyEdit" access only allows employees to access companies that are assigned to them.

   

3. Type in a keyword

   Search for the company you would like to view.

   

4. Click the more details icon

   Click the more details icon to go to the company’s details screen.

   

5. Click the "Generate Statement PDF" icon

   Click on the "Generate Statement PDF" icon.

   

6. Select the "Generate" option

   Then, select the "Generate" option from the dropdown to create the file. "Generate & Send" will generate the file and also send the file to your customer. If you are not ready to do this, only select "Generate".

   

7. Select the template

   Select the "statementPDFMailer-EJS" template from the list.

   

8. Click "Generate"

   Select "Generate" to start the creation of the file. The system opens the "Internal Files" tab once the PDF file is ready.

   

9. Click the preview icon

   Select the preview icon to view the file.