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- Do Steps 1 and 2.
- On the NextTicket Rules tab for your PSA, navigate to Save and select Save Rule as Template.
- On the Save Rule as Template popup, type a Template Name and click Save.
- Verify the creation of the new template by clicking the Template List dropdown. The name of your new template should now be on the list.
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Deleting a Priority Rule Template
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Priority Rule Template can be delete by doing the following:
- In MSPBots App Menu panel, select Settings then click Next Ticket Rule Template Management.
- Select Template to delete from the dropdown list
- Click Delete button then Confirm.
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Here is how to delete a priority rule template:
- Do Steps 1 and 2.
- Go to the Default Template List and click the delete icon corresponding to the rule for deletion.
- Click OK when asked to confirm your deletion.
Requesting a new Priority Rule
- In Next Ticket Manager, go to Priority Rules page.
- Click Request New Rule button.
- Fill out the Request New Rule form then click submit. The request will be forwarded to MSPbots support team to assess and check.
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