***** Software On Sailboats Template Manager
***** Keywords: CRM software, contact management software
Opening & Saving Templates
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Template files are stored as .xml files, but with the file name of .sos. When the Template Manager is installed on your personal Computer, the actual program files will be stored in a newly created directory:

\Program Files\Software On Sailboats\Template Manager

Additionally, a directory will be created to hold the standard Templates, and as the default directory for any Templates you might create. The 'Open', 'Save' and 'Save As' routines will all access this directory by default, but you may store your custom Templates in any directory you choose. We recommend using this standard directory, as the Desktop Sales Manager product will attempt to initially find Template files in this directory.


By use of the Template Manager program, you can access these .sos files as the starting point for your modifications by using the Open selection from the File menu item:

helpmenu

This will display the Open File screen and allow you to select a .sos file as your starting point for the changes.

openfile

Similarly, once you have finished making your changes, you can choose the Save menu item or the Save button on the main form to save into the original file, or the Save As menu item to select a new Template file for your changes.

savemenu

Use of the Save As option will allow you to name a new Template file using the standard Save As file window.

savefile



***** Software On Sailboats Template Manager
***** Keywords: CRM software, contact management software
***** Copyright 2006, all rights reserved.