The Standards Library houses all message standards for sending various communications. The library contains Exterro standards, as well as allowing you to create your own standards. You can also set default standard communications. Message standards can be created for all types of messages. For example: hold communication, policy communication, reminder, follow up or escalation.
Message standards provide starting points for your communication messages. Click here to learn how to add a message standard.
Add New. Create a new message standard.
Reassign. Move a message standard from one type to another.
Delete. Remove any standard communications that are no longer needed. (Exterro standards can not be removed.)
Copy. Use an existing message standard as a starting point to create a new standard.
Export. Ability to export a list of message standards.
Standards Library Print
Modified on: Mon, Jul 11, 2022 at 7:37 AM
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