Creating a New Template
The Template fields are based on typical service case categories and prioritization. For example, a template might be used when the service call center logs a request from a customer to repair a telephone that is under warranty.
Use the following procedure to create a new template.
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1.
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At the Service Center, click the down arrow on New Case > New Template. |
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2.
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The Edit Template dialog window opens. |
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3.
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At the New Template Name field, type a name for the new template. |
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4.
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Select or type or select appropriate F2 lookup field values (see F2 Lookup Lists). |
