Creating Macros

To create a macro, click on the Setting icon shown on the left hand side of the screen.

Click on the "Go to Admin Center" link at the top of the page.  A new tab will open with the Admin Center.

On the left hand sidebar, expand the list under "Workspaces".  Choose "Macros".

To create a new macro, click on the button "Add macro" shown on the top right hand corner.

(Example of screen for creating macro)

Enter the macro name. 

To list the macro under a section, enter the section name, 2 colons and the macro name.  (i.e. Bidder::Suspect Activity)

Under 'Available for' choose "All agents".  This will allow all users access to the macro.

In the Action section, add the following actions:

Assignee - current user

Status - pending or solved 

Group - bidder assistance

Comment mode - public

Comment/description - this is where the body of the macro is shown

To have the name of the person automatically fill, add one of the following at the top of the message:

{{ticket.requester.first_name}},

{{ticket.requester.name}},

Once the message has been entered, check the box for 'Include plain text fallback'.  This allows the message to be used on a cell phone.

To complete the macro, click the blue 'Create' button.