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TEMPLATES


Templates are a way to easily apply pre-configured configurations to your phones. By default, the Templates screen will show a few various phone Makes/Models. These templates are pre-configured. You can click on a Make/Model phone to open the template and make changes. If you do not see your make/model phone, you can click the Create Template button. From there, you can choose a template to copy from, and give the new template a name and click Create.

Important note for clients bringing their own Yealink phones to Intulse: Be sure to select the appropriate "Bring Your Own Device" template for your phone model. Due to specific Firmware changes with Yealink, failure to choose the "Bring Your Own Device" template for Yealink phones has the potential to put your phone into a non-working, un-recoverable state.

The phones that are officially supported by Intulse are listed in the Templates page. If you do not see your Make/Model phone, the phone is probably not supported. But you can always feel free to check with the Intulse support team if you have questions.

APPLYING TEMPLATES

The real value in templates is the ability to easily apply the same configuration to multiple phones. For example: Let's assume you have 10 phones in your organization and you want each of the phones to have the same button layout for consistency. With templates, this is very easy to accomplish.

  1. Simply open the template file, make the necessary button updates/configuration.
  2. Click the Save button
  3. Now you have 2 choices. If you are setting up a new phone, under the Devices screen, go to the Create screen, and select the template you wish to use. All new devices that are setup here will use the template that you selected. If you are editing an existing phone, open the phone configuration using the Manage screen and click the Apply a template button.

IMPORTANT: In the above scenario, when you click the Apply a template button, the existing configuration willl be replaced with the configuration template.

There are scenarios where you might want to apply a template to multiple phones at the same time. For example: You made a change to your template and you have changed the name on one of your buttons. Instead of going to each phone and resetting each phone to the template, you can just use the Apply to Devices button.

  1. Within the template, click the Apply to Devices button.
  2. Choose the devices you wish to update, or click the Select All checkbox.
  3. Click the Apply button. All of the selected devices will now be reset to your template.

IMPORTANT: In the above scenario, when you click the Apply to Devices button, the existing configurations on each selected device willl be replaced with the configuration of the template.