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Routing Global

Management Routing Global

Routing Global allows you to create routing templates that can be applied to multiple customers. This is ideal when all or multiple customers are using a repeatable configuration, either the same type of route or the same routing settings. When you need to apply a change to routing for multiple customers, you only need to update the template.

Create Global Routing

To setup a Routing Global template, first create it then apply it to the customer account(s) using the Tag field.

Step 1: Create the template

  1. Click the to create a new template
  2. Complete the fields (see Customer Advanced Routing configuration for details)

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  3. The Tag field is essentially the name of the template. When customer routing is setup using the template, the Tag will be visible in Customer Edit Config Tags.

  4. Select Save.

Step 2: Assign the template

For each customer that needs the new template:

  1. Navigate to Management Customer and select the customer
  2. Select Edit in the upper right corner
  3. On the Config tab, select the new template under Tags
  4. Save the customer configuration.

Using Routing Global and Script Forge

Routing Global templates can't be used to set routing details with ScriptForge (Vars box). With appropriate design, these can be configured directly under Customer Routing.