Quick replies

Quick replies in comments are a system setting and work for the entire account. They are disabled by default.

Navigation

• Settings
• Search for answers
• Answers in different languages
• Variables in answers

Settings

• To enable quick replies, go to Account Management — System Settings — Other Settings — Quick Replies:

• Turn on the Quick Replies mode. The settings window will be displayed. Specify a predefined directory of answers and the name of the field containing the text of the reply.

• Example of a linked directory:

• To select a quick answer, add an * (asterisk) in the comment field:

Search for answers

After the * (asterisk), you can type some words from the question or reply into the linked directory. It is not necessary to follow the word order. Planfix will find the correct answer anyway:

Answers in different languages

• Add a new quick reply to the directory in another language:

• Start typing the reply in the desired language, and Planfix will display the corresponding entry:

Variables in answers

In quick replies, you can specify the usual Planfix variables or text with variables as in a dynamic block: formulas, tables, and more. Thus, quick replies can be personalized, for example, by adding the variable for the customer's full name. Or send the pre-calculated values of formulas and tables in response to the customer.

Important

• Quick replies work only in paid accounts.
• They are a system setting and work for the entire account.
• Disabled by default.
• You can add only one line or text in a comment as a reply.
• Search works on the part of a word added to simple fields (like string, text, number) of the linked directory.

Go To

• Actions
• Feature Description