Top Producer^® 8i CRM: Creating a Personal Copy of a Flyer Template

You may find a flyer template you like but that doesn’t perfectly suit your needs. Since you can’t make changes to default templates, you’ll need to create a personal copy.

All default templates are stored in default categories. Personal templates must be stored in their own personal categories. You can create a personal flyer template category from the Flyer Library page.

1. Use the Modify List link to open the Personal Flyer Categories page. Click the Add Category link to open the Category Details segment below.

2. Give your personal category a name and click the Save Category button to save it and display it from the Personal Flyer Categories page.



3. Click the Done button to take you back to the Flyer Library page. You can now select a template to copy.

   Tip: Add a “#” at the beginning of your personal template category to place it at the top of the category list.

Creating a Personal Flyer Template

1. From the Flyer Library page, select a category and hover over a flyer template you’d like to copy. Click the Create Copy link to open the Create Personal Copy page.



Note: You can also add a personal category here by clicking the Add link.

2. Give the personal template a name, and make sure it’s descriptive enough so you know which template to use for each unique situation.
3. Select a personal category, and click the Save & View Flyer button to save and open the copied template in edit mode.

Log in to create a personal copy of a flyer template.