User Manual

Edit Canned Response

An Admin can edit an already created canned response from the grid.

•To edit a canned response click Edit buttonbutton on the grid as shown below-

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•The system will redirect the user to following screen-

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•The screen could be seen divided into two categories-

1. Edit Canned Responses Set– This is as shown below-

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•The elements of the above screen are as described below-

                                           Screen Elements

                                                     Description

Canned Response Set Name

Enter the name for Canned response set

Available Skills

Enter the desired skill in the filter which will short list the available skills in the table.

Selected Skills

Select one or all the skills from available skills through Single select 1and Single selectbuttons respectively. Deselect one or all skills through Single deselect and bulk deselect respectively.

    Click Update button to confirm settings and Cancel button button to cancel the process.

2. Add/Edit Canned Letters- This feature is used for adding or editing canned letters and is as shown below-

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•An admin can click File Nameto choose a file from the local machine and can import it by using Import button button.

•Click on canned phrase parent node of the tree and the following screen appears-

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•Replace the existing name of Parent node with new one in the Name field.

•Click Add canned icon icon and a new field appears on the screen  as shown highlighted below-

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•Enter the new canned name in the above highlighted field.

•Click Menu icon icon and the field changes to the one like shown below-

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•Enter the new menu name in the above highlighted field.

•Click Submit to submit the changes and  to cancel the process.

To Move and Delete Parent Node-

•Click on the internal Parent node and the following screen appears-

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•Click Delete canned on the console to delete canned

•Click Disable canned to disable the canned

•Click Move out to push the node outward in the tree.

•Click Move In to make the node inward in the tree

•Click Move Up to bring the node upward in the tree,

•Click Move down to bring the node downward in the tree

To Edit A Canned Phrase-

•Click on a canned phrase and the following screen appears-

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Screen Elements Description

Name

Provide name for the canned phrase.

Response Text

Provide Response Text to be displayed in the Canned Responses.

Canned letter format is HTML

Select the checkbox, if response format is needed to be in HTML format.

Push Page URL

Provide url if Push URL is to be used in canned

Key

Provide a single character key for the hot key to be configured for the canned phrase.

Modifiers

Select modifiers to be included with the key to make a hot key for the canned phrase. The modifiers are:

•Ctrl

•Alt

•Shift

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