Across all modules, you have the option to create templates that you can associate with an action type.
Creating Personal Templates
Directly from the action
From your configuration
First name > Configuration > Action templates tab
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Share Your Action Templates
This feature allows you to share your action templates with your fellow managers.
Resource card > Configuration > Action templates
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Prerequisites
Administration > Managers / Roles > Roles tab > role card
You must first configure the rights related to Sharing / Collaboration in order to:
determine what your collaborator will see in the search list,
authorize them to share their saved searches, shared action and email templates.
If needed, feel free to refer to the tutorial create and configure a role
Using Templates
When you want to create an action, you will have the option to use a template.
Once selected, the following fields will be pre-filled by the chosen template:
Action type
Description
All that remains is to enter your activity report.
Caution:
Once a template is selected, be careful not to select another one or you risk losing what you were writing.
If this happens, don\'t worry, we\'ve anticipated everything and you can use the undo feature.