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Once you have entered these details, select Save to progress to the next step.
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The fields in the next window will depend on the template Type:
For Appointment templates, you can enter the following details:
Name
Title
Description
Class
Type
Location – Here you can choose which organisation will be used for the appointment location, according to their relationship with the For record.
Organiser – Here you can choose which officer will be used for the appointment organiser, according to their relationship with the For record.
System Code
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For Task templates, you can enter the following details:
Name
Description
Type
System Code
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For Call templates, you can enter the following details:
Name
Direction
Subject
Summary
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Once you have entered the necessary details, select Save to add the new template or Cancel to discard it.save the template and progress to the Edit Window, where you can enter further details specific to the template Type.
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