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Service Requests: How to Add/Edit Macros

This user guide outlines how to add and edit Macros from the Service Requests setup page.

 

Refer to the video below for a demonstration of the service requests setup page:
Service Requests: Setup Page Overview

 

Macros

Macros can be used to create automated responses to typical service requests, to create a new macro, click on the 'Add New' button

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Then fill out the form below and click Save.

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The macros will appear as shown below when responding to a service request, click on 'Use a Macro' to use a macro.

macro.PNG

 

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