Canned Text vs Email Templates: What’s The Difference?
Canned text are text templates that can be used in actions. Agents can add canned text to an action by pressing the plus icon. They can also start typing the first few words of canned text and it will appear as a suggestion, which they can select to autocomplete their typing. Once the action that […]
Automated Tickets – Next Call Date
In this guide we will cover: – How to create an automated ticket based on the Next Call Date field Within Halo, you can set up automated tickets to monitor the agreement next call date field. This is useful for setting up a date to be notified as to when you should contact clients regarding […]
Automated Tickets
In this guide we will cover: – What are Automated Tickets used for? – Configuring Automated Tickets Administrator Guides: Automated Tickets Related Guides: Automated Tickets – Next Call Date What are Automated Tickets used for? Automated Tickets are created with the purpose of prompting relevant Agents of events such as: Agreements commencing/expiring. Customers Next call […]
Making Use Of Canned Text and $ Variables
In this guide we will cover: – Using Canned Text – Creating Canned Text – Variables – Canned Text Access Control – Team Specific Canned Text Note: Any variable written in this guide is written with a hyphen between the $ sign and the word. This is so there is no replacement of them if […]
Scheduled Tickets
In this guide we will cover: – Creation Screen – Schedule – Adding From Client Level Admin Guides: Scheduled Tickets Ticket Types Related Articles: Parent and Child Tickets Ticket Templates Linking Assets For a detailed list of each configuration option and the description of what it does, refer to the Admin Guide. Using scheduled […]
Canned Text
Editing, creating and using canned text. If you write the same thing often enough to think about canned text, you should definitely add it to the options! Best of all, creating canned text is simple in Halo. Using Canned Text In a text or memo box, you will be given the option to insert canned […]
