To create a new Template Record (TAD) (also known as a TR), on the TR page enter the new Template Name, the Effective Date and the Effective Time and then select the “Retrieve” button. A “No Results Found” pop-up window will be displayed asking, “Do you want to create a new Template Record?”.
By selecting the “Yes” button, it will create a new Template Record for the given Template Name. The Create TR page will be displayed with Basic TAD, Call Processing Record (CPR) and Label Definitions (LAD) tabs. The TAD tab will be open.
Disclaimer: Any images in this article are intended to be used as a guide for educational purposes only and they may differ slightly from the Production Environment.
For more information on what is in a TAD, please click here, or here for more information about the Actions icon options, or here for more information on the TAD page's fields, their descriptions and their valid values.
Learn more about this topic in the following video!
Disclaimer: This video is intended to be used as a guide for educational purposes only. Pages shown in the video may differ slightly from the Production Environment.