The template helps automatically appoint service and assignee in a new case if customer regularly requires only one service. In the service page its Default assignee has been added and as well the ‘Default requestors’ detail where contacts information stores. Use the ‘Active usage’ attribute for temporal cancellation of automatic appointment. The ‘Default service’ attribute shows that this service is default for the selected contact. Assignment is performed only for cases created based on incoming emails.
The template can be used as an example for similar automatic assignment tasks (for example, owner assignment in leads or opportunities).
Price and support
1. Fill in service info. Go to the 'Services' section and fill in the 'Default assignee' field and the 'Default requestors' detail in active services. The information is used in automatic appointment.