You can set your task template when creating a new case. CRM Malaysia realise the importance of being able to select different templates for different task. You do not have to customise or add your details manually whenever a case email has to be sent.
The few steps below will show you how to set task template when creating a new case.
1. click on the “New Case” (Activity > Cases > New Case).
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2. Fill in details of the case, such as Subject, Customer Name, Date and Case type.
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3. You can select task template for different cases. Different task template will contain different task related information or files.
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4. After filling in all the case details, click on “Submit”.
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5. 2 notifications will pop up to inform you that you have assigned the task and created the case successfully. Click on “OK”.
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6. Illustration 7 shows you the “Task List” of that case.
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