Availability of Canned Responses in Various Operations
Irrespective of the base Object, all Canned Responses are available to be used when you:
• Configure Rapid Responses.
• Set the Auto send Canned Response on End Session option in the Options dialog box.
• Insert a Canned Response:
◦ In the New Interaction window.
◦ From the Most Recently Used (MRU) list.
◦ From the Suggestion List using the AutoSuggest feature.
◦ In the New SMS Message dialog box while sending an SMS message to a Contact.
◦ In the Chat Workspace.
• Respond to an Interaction or Sub Interaction.
• Reply to the current Message.
• Forward an Interaction or Sub Interaction.
• Review an Interaction or Sub Interaction.
• Consult a Specialist on an Interaction.
• Add a Message to an existing Interaction or Sub Interaction.
The following table describes the various scenarios where Contact-based, or Lead-based Canned Responses can be inserted:
|
Object |
Operation |
Description |
|
Message |
Creating a Message from the Contact table view. |
Only Contact-based Canned Responses can be inserted in the Message. |
|
Creating a Message from other Object windows, or Table Views. |
Both Contact-based and Lead-based Canned Responses can be inserted in the Message. |
|
|
Interaction |
Responding to Multiple Interactions or Sub Interactions. |
Both Contact-based and Lead-based Canned Responses can be inserted in the Reply pane. |
|
Mailer |
Creating or editing a Mailer based on the Contact Object. |
Only Contact-based Canned Responses can be inserted in the Mailer. |
|
Creating or editing a Mailer based on an Object other the Contact Object. |
You cannot insert Canned Responses in a Mailer that is based on an Object other than the Contact Object. |