When creating a new customer and site through SM Call Handler, the rate template should default to the SM customer, SM Service site and the SM Work order.
liz heisel
| Company | ABM |
| Job Title / Role | Director of Support and Implementation |
| I need it... | 6 months |
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We just added a custom field (and some buttons) to handle this.
Basically a "Rate Template" field within SM Call Handler. When something is present in this field, it gets copied into the new Customer, Site, and WorkOrder.
Need a few more details and example would be helpful