The My Templates page enables you to maintain your own set of ticket templates. To make ticket creation easier, when you create a ticket, you can select one of your ticket templates to pre-populate selected fields for you.
Ticket templates can include adding questions in the description field of the ticket. These questions can then prompt ticket editors to ask these standard questions when contacting customers.
Your ticket templates can be shared with other team members. If you don't share a ticket template, it can only be viewed by yourself and Vorex™ administrators.
Creating Tickets Templates
Select the Home > Ticket Templates page.
Click New.
Select one of three types of ticket template.
Ticket Templates - Defines custom templates for tickets. You select this type of template using the From Template field when adding a new ticket.
Ticket Note Templates - Defines custom templates for notes in tickets. You select this type of template using the From Template field when adding a note to a ticket.
Ticket Time Entry Templates - Defines custom templates for time log entries in tickets. You select this type of template using the From Template field when adding a time log entry to a ticket.
Enter values in each of the fields provided.
These will serve as default field values when you create a new ticket, note, or time entry, based on this template.
