Creating a note template.
This article refers to functionality currently on limited release. It is expected to be widely available in Q3 2024.
If your agents create a lot of notes, particularly if they frequently create notes with similar content, it can be useful to create templates which will allow agents to populate notes quickly and predictably.
In your Admin account:
- Go to the General Settings page.
- Go to the Message templates subpage.
- Click the Create new button.
- Click to select the Note template.
The Template properties window will open:
- Type a Template name.
- Type the Template text.
You can include message tags which will be converted to text when the template is used. For example, you can use the tag for the Agent’s name in the template, so that when the note is created, the tag will be converted to the name of whichever agent created the note.
As noted in the window, order tags should only be used for templates intended to create order confirmation messages.
To add a tag:
- Click the Select template tag from list drop-down list.
- Click to select a tag.
When the template is ready:
- Click the Create button at the bottom of the template window.