Templates are used to automatically fill in fields in one case or in quick registration. This way you can save time by creating templates for often repeated Service / cases.
It may be useful to write the pre-defined status of the case in the name of the template.
Templates are available from a drop down menu when registering a new case or working on an existing case
Using Quick Registration, templates can be used from the drop down menu.
When choosing a template, the template will only add text, and does not overwrite what is already in the description field.
Create templates
The templates are created / edited under Settings menu → Case templates.
Fill in the fields you want the template to contain. You can also leave the descriptions field in the template to be a reminder list for agents of what details are needed in the case.
