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    Home New York Customer Service Management Define a quick message

    Define a quick message

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    Define a quick message

    Create predefined content to add in the email client so that users can write emails consistently and efficiently.

    Before you begin

    Role required: email_client_quick_message_author or admin

    Procedure

    1. Navigate to Email Client > Quick Messages.
    2. Click New.
    3. On the form, fill in the fields.
      Field Description
      Title Name that appears in the Quick Message selector.
      Active Option for activating the quick message. When selected, the quick message is available for selection in the Quick Message selector.
      Application Type of scoped application.
      User User who has access to this quick message. Selecting a user restricts access to that user only. Leave the field blank to have no user-based restrictions.
      Group Group whose members have access to this quick message. Selecting a group restricts access to members of that group only. Leave the field blank to have no group-based restrictions.
      Table Table to which the quick message applies. To make the quick message available for all tables, leave blank.
      Conditions Target record that must match the conditions before the quick message appears for selection in the email client.
      Body Content to insert in the Message Text field in the email client. By default, the field supports HTML format.
      Note: To reference field values, select variables from the variables list or manually type variable references using the syntax ${table_name.variable_name}. To reference the user who launches the email client, enter the variable ${current_user}.
    4. Click Submit.

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    Release version
    Choose your release version

      Define a quick message

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Define a quick message

      Create predefined content to add in the email client so that users can write emails consistently and efficiently.

      Before you begin

      Role required: email_client_quick_message_author or admin

      Procedure

      1. Navigate to Email Client > Quick Messages.
      2. Click New.
      3. On the form, fill in the fields.
        Field Description
        Title Name that appears in the Quick Message selector.
        Active Option for activating the quick message. When selected, the quick message is available for selection in the Quick Message selector.
        Application Type of scoped application.
        User User who has access to this quick message. Selecting a user restricts access to that user only. Leave the field blank to have no user-based restrictions.
        Group Group whose members have access to this quick message. Selecting a group restricts access to members of that group only. Leave the field blank to have no group-based restrictions.
        Table Table to which the quick message applies. To make the quick message available for all tables, leave blank.
        Conditions Target record that must match the conditions before the quick message appears for selection in the email client.
        Body Content to insert in the Message Text field in the email client. By default, the field supports HTML format.
        Note: To reference field values, select variables from the variables list or manually type variable references using the syntax ${table_name.variable_name}. To reference the user who launches the email client, enter the variable ${current_user}.
      4. Click Submit.

      Tags:

      Feedback

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