Message Templates
Would like to create my own message templates to make sending forms out to customers quicker and easier. We are often encountering similar situations where credit card authorizations need to be sent out, and it would be nice to have a few templates made and ready to choose from.
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20 Oct, '25
Amy Inouye SystemHighlighted comment
"Templates for comments" (suggested by <Hidden> on 2025-10-17), including upvotes (1) and comments (0), was merged into this suggestion. -
05 Oct, '24
Yohana Itzel MergedAbility to create Templates in the Conversations section.
We typically share similar information through this medium, so it would be beneficial to have templates to streamline our communication. -
17 Oct, '25
Kara van Beek MergedAllow an option for template responses to be saved in the note area.
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20 Oct, '25
Amy Inouye System"Create templates in messages" (suggested by <Hidden> on 2024-10-05), including upvotes (2) and comments (0), was merged into this suggestion.