The Templates For Case module is designed for EspoCRM and adds new functionality to the system. The module creates a new section in the menu called Case Templates and adds a new field called “Case Template” to the Case section.
This module allows users to create both general templates and templates that are specific to certain companies. The module can be used within the system as well as in portals.
When a user creates a new case, they can select a template from the dropdown menu in the Case Template field. The selected template will populate the case with pre-filled information, making the process faster and more efficient.
The module also allows for the creation, editing, and deletion of templates. Users can customize templates to fit their specific needs and save them for future use.
In addition, the module provides the ability to assign templates to specific user groups, ensuring that only authorized users can access certain templates.
Overall, the Templates For Case module is a useful tool for streamlining the case creation process in EspoCRM, making it easier and more efficient for users to create and manage cases.
