Your Unfair Advantage: Customization For Your Industry And Selling Style

A template is a file that defines the fields and pick lists of Desktop Sales Office and Mobile Sales Office. A template adapts the program to different industries and selling styles.

Creating Your Own Template

Templates for Desktop Sales Office and Mobile Sales Office are created using the Sales Office Administrator utility program. Besides changing the fields on your system, template files can be shared among a sales team or between Desktop Sales Office and Mobile Sales Office to insure that everyone is using the same data fields, lists, etc. Using Sales Office Administrator you can:

• Change field names
• Change the type of some fields - text, date, check box, percentage, list-of-choices, list of favorites, or rating.
• Edit the choices in list-of-choices, list-of-favorites, and keywords
• Set automatic default values in some fields
• Set the type of validation of fields - email, date, phone number, etc.
• Create and save your template as a template files (.template)
• Install the template on your system

Here is a brief example of Sales Office Administrator used to re-purpose a field:

Changing your List Of Favorites Within Desktop Sales Office

You can refine  a list-of-favorites on your computer using the list editor in any list-of-favorites field. The list editor is invoked by the ellipsis button - several are highlighted below in yellow:

Making changes using the list editor changes the list-of-favorites in use on your system - it does not change the source template.