tabs
forms customization, 144
order, form fields, 162–163
teams, shared records, field-level security, 90–91
templates, 27–41
Article templates, 29–30
attributes, 36
Contract templates, 27–29
Coverage Dates allotment, 27
Number of Cases allotment, 27
Time allotment, 27
e-mail templates, 31–41
applications, 31
creating and sharing personal e-mail templates, 38
creating or modifying, 35–38
data fields, 36–38
inserting graphics and HTML into, 39–41
inserting templates into e-mail messages, 34–35
New Case Acknowledgement, 346–347
sending direct e-mail, 32–34
exporting, 109
Global, 31
inserting into e-mail messages, 34–35
testing
client-side SDK scripting, 475
tips, server-side SDK development environment, 411–419
third-party tools, reporting and analysis, 258, 304–305
third-pary vendors, user accounts, 74
TIFF File, as format for report exports, 284
Title attribute
announcements, 43
e-mail templates, 36
templates, 36
tokens (tracking), E-Mail Router, 56–57
Toolbar node, ISV.config files, 469–470
Tools menu commands
Internet Options, 70
Options, 193
Pop-Up Blocker, 72–73
touch points. See activities
Track In CRM button, 7, 54
tracking tokens, E-Mail Router, 56–57
trusted sites, adding to Internet Explorer, 72
Trusted Sites dialog box, 72
tweaking tab order, form fields, 162–163
Type attribute
e-mail templates, 36
templates, 36
Type attribute property, 121
Type box (Log tab), 356
Type list (Process tab), 354