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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 AliasGroup 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.