Alexa Best Small and Medium Business CRM Software - ConvergeHub

Template Listing

You can get an overview of all the templates in the template listing page. You can view Template Listing by clicking on the ConvergeHub link in the left column of the Marketing module. New Template can be added to the Listing page either by clicking on ConvergeHub link in the left column or by clicking on ConvergeHub tab in the upper right corner of the listing page.
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  • You can carry out a quick search of different templates by putting keywords in the search field.
  • You can carry out an advanced search of the different templates by filling in the various search criteria. The search criteria will open up once you click on the ConvergeHub link.
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  • You can save the criteria that you put in the Advanced Search option. The criteria you save will be available on the drop down. Doing this will prevent you from typing in the same criteria repetitively.
  • You can click on the check-box to select one or multiple templates for mass delete.
  • The templates can be added to your favorites by clicking on ConvergeHub icon.
  • You can mass delete the templates by clicking on the Action drop down. (Please note you need to select the check boxes besides the templates to mass delete them).
  • You can choose the display pattern (column view or row view) of the templates listing by clicking on either of the options. ConvergeHub
  • Template Listing fields can be customized by making mouse hover on ConvergeHub and then selecting the fields you want to display.
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  • You can copy a template by clicking on the select drop down option. ConvergeHub
  • You can edit ConvergeHub or delete ConvergeHub a template by hovering the mouse on it.
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  • You can delete one/multiple templates by clicking on ConvergeHub icon.
  • You can set the number of rows to be displayed on the page by clicking on the ConvergeHub show drop down.
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