Quick replies
From Planfix
Quick replies in comments are a system setting and work for the entire account. They are disabled by default.
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:
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- Example of a linked directory:
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- To select a quick answer, add an * (asterisk) in the comment field:
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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: <screenshot>
Answers in different languages
- Add a new quick reply to the directory in another language:
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- Start typing the reply in the desired language, and Planfix will display the corresponding entry:
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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. <screenshot>
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.