Current eMessage > Software Update > June 2018

Software Update

Templates – the sequel

By Linda Lemon, Trainer/Conversion Analyst II

In Customer Master 17.1, we introduced you to Service Order Templates – a perfect tool for managing all of that ‘must have’ tier information along with USPs, OCCs and more. Remember that templates basically allow you to design your own tier. You can have as many templates as you want. All of the information included is defaulted and can be easily changed once the template has been assigned.

In CM 18.1 we’re taking Templates to a whole new level.

First, we’ve added additional information options for each tier level. Account tier templates can now include Security Deposits and Contracts. All tiers now have the option to include tier-level comments.

The second update is the Linked Template option. You can now create your tier level templates – or use ones you already have – and link them together. You can have a linked template that includes the Account, Customer and Network tiers, or a linked template that includes the Customer and Network tiers. And, you can include as many Network tiers as you want. Even better, it’s as simple as dragging and dropping from the single template side to the linked template side.

Once you have your linked template built, using it is pretty much a one-click process. For example, use an all-tier linked template. After creating the Account tier – but before posting – apply the template. Post the template assignment and all included tiers will automatically be created. Half of your Service Order work is done!

We encourage you to try using the new template options after you’re upgraded to 18.1. We’ll train on this topic and more in our What’s New in Customer Master 18.1 training presentation. And coming soon, a training session devoted just to Service Order Templates.