<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p><strong id="isPasted"><span style="font-size: 11pt;">Configuration </span></strong><span style="font-size: 11pt;"><strong id="isPasted">> Tickets > Canned Text</strong></span></p><p><span style="font-size: 11pt;"><strong id="isPasted">Configuration > Sales > Canned Text</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><strong id="isPasted">Related Guides:</strong></span></p><ul><li style="font-size: 11pt;"><a href="https://usehalo.com/haloitsm/guides/1595/" rel="noopener noreferrer" target="_blank"><strong>Canned Text</strong></a></li></ul>
<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><style>
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span.fr-emoticon {
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box-sizing: content-box; border: solid 5px #CCC;
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img.fr-shadow {
box-shadow: 10px 10px 5px 0px #cccccc;
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img.fr-rounded {
border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;
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</style><style>
p {
margin: 0;
}
span.fr-emoticon.fr-emoticon-img {
background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle;
}
span.fr-emoticon {
font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0;
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blockquote {
border-left: solid 2px #5e35b1; color: #5e35b1; margin-left: 0; padding-left: 5px;
}
blockquote blockquote {
border-color: #00bcd4; color: #00bcd4;
}
blockquote blockquote blockquote {
border-color: #43a047; color: #43a047;
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table.grid td,
table.grid th {
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.fr-fic.fr-dib {
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.fr-fic.fr-dib.fr-fir {
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.fr-fic.fr-dib.fr-fil {
text-align: left; margin: 5px auto 5px 0;
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.fr-fic.fr-dii {
float: none; margin: 5px auto;
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.fr-fic.fr-dii.fr-fil {
float: left; margin: 5px auto;
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.fr-fic.fr-dii.fr-fir {
float: right; margin: 5px auto;
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img.fr-dib.fr-fir {
margin-right: 0; text-align: right;
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img.fr-dib.fr-fil {
margin-left: 0; text-align: left;
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img.fr-dib {
margin: 5px auto; display: block; float: none;
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img.fr-bordered {
box-sizing: content-box; border: solid 5px #CCC;
}
img.fr-shadow {
box-shadow: 10px 10px 5px 0px #cccccc;
}
img.fr-rounded {
border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;
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</style><style>
p {
margin: 0;
}
span.fr-emoticon.fr-emoticon-img {
background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle;
}
span.fr-emoticon {
font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0;
}
blockquote {
border-left: solid 2px #5e35b1; color: #5e35b1; margin-left: 0; padding-left: 5px;
}
blockquote blockquote {
border-color: #00bcd4; color: #00bcd4;
}
blockquote blockquote blockquote {
border-color: #43a047; color: #43a047;
}
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table.grid th {
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.fr-fic.fr-dii.fr-fil {
float: left; margin: 5px auto;
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.fr-fic.fr-dii.fr-fir {
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span.fr-emoticon {
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}
blockquote blockquote blockquote {
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</style><p><strong><span style="font-size: 14pt;">Overview Screen</span></strong></p><table class="styled-table grid" style="width: 100%;"><tbody><tr><td style="width: 33.3333%; text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Field</span></strong></td><td style="width: 11.3975%; text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Type</span></strong></td><td style="width: 55.2692%; text-align: center; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Description</span></strong></td></tr><tr><td style="width: 33.3333%;" id="">Import Canned Text via Spreadsheet</td><td style="width: 11.3975%;">Button</td><td style="width: 55.2692%; text-align: left;">This will open up the menu for importing Canned Text content via an XLS import. This will require the upload of a correctly formatted .xls file which will be read by the application and processed into Canned Text items be used in the system. Column headers required are; "Name", "Group", and "HTML". </td></tr><tr><td style="width: 33.3333%;" id="name">Edit Canned Text Groups</td><td style="width: 11.3975%;">Button</td><td style="width: 55.2692%; text-align: left;">This will open up the menu for configuring Canned Text groups. These have very little configuration options, and are simply named groups for aggregating Canned Text into. </td></tr><tr><td style="width: 33.3333%;" id="name">Name</td><td style="width: 11.3975%;">Header</td><td style="width: 55.2692%; text-align: left;">This will be the name of the Canned Text option as it appears elsewhere in the system.</td></tr><tr><td style="width: 33.3333%;" id="group_id">Group</td><td style="width: 11.3975%;">Header</td><td style="width: 55.2692%; text-align: left;">This will be the group that the Canned Text will appear under. These can be configured via the menu accessible by the above button.</td></tr><tr><td style="width: 33.3333%;" id="">Use</td><td style="width: 11.3975%;">Header</td><td style="width: 55.2692%; text-align: left;">This will be where these Canned Texts can be used.</td></tr></tbody></table><p><strong><span style="font-size: 14pt;">Details</span></strong></p><table class="styled-table grid" style="width: 100%;"><tbody><tr><td style="width: 33.3333%; text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Field</span></strong></td><td style="width: 11.9333%; text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Type</span></strong></td><td style="width: 54.7334%; text-align: center; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Description</span></strong></td></tr><tr><td style="width: 33.3333%;" id="name">Name</td><td style="width: 11.9333%;">Free Text</td><td style="width: 54.7334%; text-align: left;">This will be the name of the Canned Text as it appears elsewhere throughout the system.</td></tr><tr><td style="width: 33.3333%;" id="group_id">Group</td><td style="width: 11.9333%;">Single Select</td><td style="width: 54.7334%; text-align: left;">This will be the Group to which the Canned Text belongs to.</td></tr><tr><td style="width: 33.3333%;" id='html""'>Text</td><td style="width: 11.9333%;">Rich Text</td><td style="width: 54.7334%; text-align: left;">This will be the text that is automatically populated should this Canned Text be selected from another Rich Text box. These can include dollar variables to make the text more relevant to that situation. </td></tr><tr><td style="width: 33.3333%;" id="restriction_type">Access Restriction</td><td style="width: 11.9333%;">Single Select</td><td style="width: 54.7334%; text-align: left;">The selection made here will dictate who or which group of Agents is able to use this Canned Text. This can be set to All, Departments, Teams, or a single Agent.</td></tr><tr><td style="width: 33.3333%;" id="is_favourite">Add/Remove from My Favourites</td><td style="width: 11.9333%;">Button</td><td style="width: 54.7334%; text-align: left;">Sets whether the canned text is in the "My Favourites" section.</td></tr><tr><td style="width: 33.3333%;" id="tags">Tags<br></td><td style="width: 11.9333%;">Free Text</td><td style="width: 54.7334%; text-align: left;">When using this canned text on a Ticket, these tags will automatically be added to the Ticket. Tags are added by typing into the text box then clicking the 'Enter' key.<br></td></tr></tbody></table><p><strong><span style="font-size: 14pt;">Buttons</span></strong></p><table class="styled-table grid" style="width: 100%;"><tbody><tr><td style="width: 33.3333%; text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Field</span></strong></td><td style="width: 11.9333%; text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Type</span></strong></td><td style="width: 54.7334%; text-align: center; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Description</span></strong></td></tr><tr><td style="width: 33.3333%;" id="">Access Control</td><td style="width: 11.9333%;">Button</td><td style="width: 54.7334%; text-align: left;">Here, you can set which agents can access this canned text to configure it. By giving someone read and modify access the agent will be able to modify this set canned text. This will not affect which agents can use this canned text. </td></tr></tbody></table>
