Modifying activity plan template details

You can make changes to your activity plan template from the Edit Activity Plan Template dialog.
To modify an activity plan template's details:
  1. Navigate to the Customize workspace.
  2. Click the Activity Plans tab.
  3. In the templates list, select the template you want to modify.
    Properties for the template appear in the Detail tab.
  4. Click the Edit button in the Details tab.
    The Edit Activity Plan Template dialog opens.
  5. To modify the activity plan template's Name, Template Description, or Notes, change the text in the corresponding fields.
  6. In the Create Security field, choose who can create activity plans from the template:
    Public
    Any user can create activity plans.
    User name
    Only the specified user can create activity plans.
  7. To hide the template from filters that display to users in NexJ CRM, select Hide Templates from Filters.
    Use this option to hide a deactivated template. If you do not select this option, the deactivated template remains available in NexJ CRM, for example, in the filter on the Contacts workspace in the Journal tab and in the Activities subtab.
  8. To modify the locale, select a value from the Locale field, for example, select en for English, or fr for French.
  9. To modify the activity plan template's icon:
    1. Click the Select button in the Icon field. The Select Icon dialog opens.
    2. Select the icon you want to represent your activity plan template.
    3. Click OK to close the dialog and save your changes.
  10. To make the activity plan template accessible in NexJ CRM, select the Active check box.
  11. In the bottom half of the dialog, set the activity plan template's security settings. For more information on how to do this, see Modifying activity plan template security settings.
  12. Click OK to close the dialog and save your changes.