Categorizing a Canned Response

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Permissions required

Manage Canned Response - To create, edit, share, and delete Canned Responses.

To Categorize a Canned Response from the Canned Response Window

1.  Open the required Canned Response.

2.  Click the Categories tab.

The Teams to which you have access are listed.

3.  Select the required Team.

The Categories associated with the selected Team are listed.

4.  Select the Category with which you want to associate the Canned Response.

5.  Click .

6.  Select Close from the File menu.

To Categorize a Canned Response from the Canned Response Manager

1.  Open the Canned Response Manager.

2.  Select the required Canned Response.

3.  Click Categorize.

The Categorize dialog box is displayed.

4.  Select the Team to which the Category belongs.

The Categories created for the selected Team are listed in the Categorize as list.

5.  Select the Category with which you want to associate the Canned Response.

6.  Click OK.

Note 

Canned Responses inherit Categories from Interactions.