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Internal Notes: Default Template or Personal Template

Related products:Freshservice
  • Sep 8, 2023 11:58 AM UTC
  • 0 replies
  • 12 views

Where agents use a standard template for manual internal notes to differentiate them in the view from system notes etc It would good if there was a option to have the template automatically load when opening private notes which would produce a quicker flow for agents than selecting the same canned response each time.

 

Current User Journey almost every time for private notes is as follows:  

1. Agent opens existing ticket

2. Clicks 'Add Note'

3. Clicks on the little button in the bottom left to open Canned Responses

4. (hopefully otherwise we are adding a few extra steps) The standard Internal note canned response is in the favourites - select this and add to the note

5. Write note and then Save

 

Ideal User Journey would be:

1. Agent opens existing ticket

2. Clicks 'Add Note' - template is already there

3. Write note and then Save