New Case Template

New Call Template lists default templates that can be used to log a simple call. It outlines the necessary contents that should be included in the case.

When the new call template is used, the classification, costing and resolution details for the case is updated as per the template settings.

Templates under New Call Templates are designed and maintained under document template .

Figure 1: New Call Template

Figure 2: New Call Template Edit Form

The table below describes each field on the New Call Template form.

Table 1: Field Description for New Call Template.

Fields

Description

Description Description is the detailed description of the Task Template.

Priority Alias

Priority is the importance level of the template

Category Alias
Category is the product or services.

Group Alias Group is the classification for the template.

Reference Reference is any additional detail for the template.

Template Template is the template type from the list of document templates.

ETC Days ETC is the Expected Time of Completion for the case.

Cost Cost is the task for the template.

Rate Rate is the associated cost type for the case.

Amount Amount is the cost amount for the case.
Assigned To Assigned to is the user to whom the case is assigned.

KB KB if marked ticked saves the case under Knowledge base.

Deleted
If deleted is ticked it marks the record as Deleted.

Fields	Description
Description	Description is the detailed description of the Task Template.
Priority Alias	Priority is the importance level of the template
Category Alias	Category is the product or services.
Group Alias	Group is the classification for the template.
Reference	Reference is any additional detail for the template.
Template	Template is the template type from the list of document templates.
ETC Days	ETC is the Expected Time of Completion for the case.
Cost	Cost is the task for the template.
Rate	Rate is the associated cost type for the case.
Amount	Amount is the cost amount for the case.
Assigned To	Assigned to is the user to whom the case is assigned.
KB	KB if marked ticked saves the case under Knowledge base.
Deleted	If deleted is ticked it marks the record as Deleted.