Configure Templates
Task Template
Tasks are used to break down a larger activity into smaller workable units. They are available under multiple modules and can be used for multiple purposes. Task template allows you to save time instead of creating a new task from scratch. To create ...
Job Sheet- Customizer
SupportCenter Plus allows you to create a job sheet for on-site visits from requests. Job sheet templates allow you to generate customized job sheets. To create a job sheet template: 1. Go to Admin>>Billing>>Job Sheet Customizer. 2. Click Add New ...
Reply Template
SupportCenter Plus allows you to create reply templates that can help support reps when sending similar responses to a number of contacts. To create a reply template: 1. Go to Admin>>Helpdesk Customizer>>Reply Template. 2. Click Add New to go to the ...
Resolution Template
SupportCenter Plus allows you to create resolution templates that can be used to resolve requests of the same type. For Support Reps, this helps save time. To create a resolution template: 1. Go to Admin>>Helpdesk Customizer>>Resolution Template. ...
Request Template
SupportCenter Plus allows you to create request templates with pre-configured fields, properties, workflow, and rules. To configure a request template: 1. Go to Admin>>Helpdesk Customizer>>Request Template. 2. Click New Template to go to the ...