Ticketing 2.0 Create, Edit, and Delete a Quick Note for Team Usage
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1. Next to the label Inbox, click the > icon to expand the menu
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2. From the menu, select Canned Response
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3. Click the Create a Canned Response button
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4. Fill out the form that shows on the screen
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a. Title - Give your Quick Note a Name/Title. This is what will show in the dropdownmenu.
b. Team – What Team should this Quick Note to be available to.
c. Item Type – Select Default
d. Status – to be available to agents the Status must be Published
e. Description – Text you want in a in the Quick Note
Note: Your Quick Note can pull information from the ticket automatically. Simply type { andthe menu of options will appear.
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Edit a Quick Note
1. Next to the label Inbox, click the > icon to expand the menu
![](https://cdn.prod.website-files.com/63e3bd1943813b219ca26303/64c82e27197658e3817b0fc4_Screen%20Shot%202023-07-31%20at%203.56.41%20PM.webp)
2. From the menu, select Canned Response
![](https://cdn.prod.website-files.com/63e3bd1943813b219ca26303/64c82e2d1093bc149b74017b_Screen%20Shot%202023-07-31%20at%203.56.46%20PM.webp)
3. Click the Edit button from the Actions section of the Quick Note you want to edit
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Delete a Quick Note
1. Next to the label Inbox, click the > icon to expand the menu
![](https://cdn.prod.website-files.com/63e3bd1943813b219ca26303/64c82e27197658e3817b0fc4_Screen%20Shot%202023-07-31%20at%203.56.41%20PM.webp)
2. From the menu, select Canned Response
![](https://cdn.prod.website-files.com/63e3bd1943813b219ca26303/64c82e2d1093bc149b74017b_Screen%20Shot%202023-07-31%20at%203.56.46%20PM.webp)
- Click the Delete button from the Actions section of the Quick Note you want to edit
![](https://cdn.prod.website-files.com/63e3bd1943813b219ca26303/64c82edde614fbeb49ed8c45_Screen%20Shot%202023-07-31%20at%203.59.22%20PM.webp)