Adding a New Update Template
The Administrator may add New Update Templates to the system by:
- Select the Administrator Menu.
- Select the Templates & Scheduling menu item and click Manage Update Templates. This will open the System Templates screen.
- Select the New button. This will open the New Template screen.
- Enter a Name for the Template.
- Select the Update Type this Template is to be.
- Select the Status for the call this update should return.
- If the Update Type is an email, then the To:, Cc: and Bcc: fields should also be filled in as required.
- Enter the Subject for the template.
- Enter the main body details for the Call Update.
- If the Update Type is an email, then select the Signature Type you wish to use.
- Select the Add Comments to Solution Checkbox if required.
- If the Status is Closed, then select the "Send Closed Confirmation Checkbox if you require a Closed Confirmation email to be sent.
- From the File menu select Save & Close and Press the OK button to Save this Update Template.
See Also
Templates - Available Types
Deleting an Update Template
Editing an Update Template