Creating a Quick Note for Team Usage

Role Required to Create and Delete a Quick Note:

Ticket Agent Supervisor

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Detailed Instructions:

1. Next to the label Inbox, click the > icon to expand the menu
2. From the menu, select Canned Response
3. Click the Create a Canned Response button
4. Fill out the form that shows on the screen

           a.    Title - Give your Quick Note a Name/Title. This is what will show in the dropdown menu.

            b.    Team – What Team should this Quick Note to be available to.

            c.    Item Type – Select Default

            d.    Status – to be available to agents the Status must be Published

            e.    Description – Text you want in a in the Quick Note

Note:  Your Quick Note can pull information from the ticket automatically. Simply type { and the menu of options will appear.

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