Selecting default templates

You can associate any task template specified in the Activity Templates tab with either inbound or outbound calls.

Note: An action item is a record of communication with a client. This includes schedule items, activity plans, tasks, documents, emails, and call records. Activities are also known as interactions.
To select default templates:
  1. Navigate to the Document Codes page.
  2. In the Contact Center Templates tab, in the Default Templates list, click the Action button for the call type you want to associate a template with, and click Edit.
    The Edit Default Action Item/Document Template dialog opens.
  3. In the Template field, find and select the task template you want to associate with your selected call type.
  4. Click OK.
    The Edit Default Action Item/Document Template dialog closes.
The task template is now associated with the call type.