Templates - Adding a New Call Template

The Administrator may add New Call Templates to the system by:

Select the Administrator Menu.
Select the Templates & Scheduling menu item and click Manage Call Templates. This will open the System Templates screen.
Select the New button. This will open the Call Template Properties screen.
Enter a Name for the Call Template.
Enter a Issue
Select the Call Type you wish the Template to return.
Select the User the call was Received By (if known).
Enter the Details.
Select a Queue.
Select the Skill Group
Select the Priority
Select the Primary Key.
Select the Secondary Key.
Select the Tertiary Key.
Press the Save and Close button to Save this Call Template.