🔧 Administrator Guide

The Response Templates tool goes beyond being a regular tool for canned responses. There are several key details about this app that will simplify and automate your work life. Here are some important facts to know about Response Templates:

1. Global Templates: You have the ability to create Global templates that can be accessed by all users. These templates serve as generic responses for daily tasks such as acknowledging a new ticket or closing a ticket.

2. Personal Templates: You can create Personal Templates for your own internal use. These templates are exclusively accessible, editable, and usable by you.

3. Enable/Disable Templates: You have the flexibility to enable or disable templates for specific projects. This allows you to control the availability of templates as per project requirements.

4. Dynamic Variables: You can insert dynamic variables in your templates, which automatically fetch information from reference tables. This ensures that the templates are adaptable and include real-time data.

5. Template Import: You have the option to import templates from other projects, enabling you to leverage existing templates and share them across different projects.

6. Template Cloning: Within projects, you can clone templates, saving you time and effort in creating similar templates by duplicating and modifying existing ones.

By leveraging these features, Response Templates empowers you to streamline your communication, automate repetitive tasks, and enhance productivity in your work environment.

All actions performed within Response Templates are role-based, meaning that specific tasks require certain roles to be performed. In order to carry out different tasks within Response Templates, you must possess the appropriate role.