In the Copy Template Record pop-up window on the retrieved Template Record (TAD) (also known as a TR) page, the Target Record can have the same Template Name as Source Record but with a different Effective Date and Time, or any other Toll-Free Number (TFN) or Template Name to which you want to copy the Source Record. The Target Record contains:
- Toll-Free Number/Template: The Template Name or TFN to which you want to copy.
- Now: Checking the Now box to the right of the TFN/Template field will set the TR to the Effective Date and Time of "Now".
- Effective Date: The Effective Date of the Target Record. It must be in MM/DD/YYYY format. You can manually enter the date or use the “Calendar” icon to select the date.
- Effective Time: The Effective Time of the Target Record. The Effective Time of the new TR which is copied from the Source Record. This must be in hh:mm AM/PM format.
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.