VersaDev - versaSRS
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Templates - Types Available

versaSRS contains an extensive templating capability, with options for introducing standard templates at many different levels within the system.

Call Templates allow a user to design typical templates for Calls which they can save and apply again when first logging a Call or editing an existing Call.

Using a Call Template is a very powerful way of quickly logging a new call - enabling you to auto-populate the Call Logging Screen.


Update Templates allow the user to set the text and Call handling for a Call update. This may be an internal email with known distribution email addresses and a completed email text.

Like Call Templates


Task Templates allow the user to set the fields of a Task by selecting from a predefined template.


See Also

Adding a new Call Template
Deleting a Call Template
Editing a Call Template
Call Templates - Setting against Key Sets
Adding a new Update Template
Deleting an Update Template
Editing an Update Template