Editing Master Merge Templates (Contracts)
Edit contract templates when needed (Manager access is needed for this functionality)
You can edit a template and save changes. Once edited, the next time you merge a new template you will see the updated version. (More complex changes such as adding merge fields can be forwarded to support@salesandcatering.com).
- Click the Utility Wheel in the top right next to your name
- Click on the Settings for the Hotel
- On the left side, under Bookings, click Merge Templates (for Group Contracts and your BEO)
- On the left under CRM, click Contract Merge Templates (for your Volume Contract Account agreements)
- Click Edit next to the document you want to update
- Make the edits (don't change the text in the merge tags, which look like <<TEXT>>)
- Scroll down and click Save
- The next time you merge the document, you will see your changes.
