The templates feature is used to save frequently used templates for
- Text messages
- Smart views
- Document(coming soon)
- Images(coming soon)
The templates are designed to be used frequently for business purposes and save time and effort in real time utility.
To create a new template of any type
- Click on the ‘Add Template’ button from templates screen
- Enter the name and description of the new template.
- Use the switch to activate the template.
- Click on next
Text Message Template
Compose the message and click on ‘Save’ to confirm the template.
Compose the email and click on ‘Save’ to confirm the template.
Smart View Template
Select the smart view to create a template