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Add, Edit, or Delete a Standard Response

System Administrators can create response templates that General Users can use when creating appointments and emails. You can create and manage these templates from the Standard Response page in the Data tab. For details on using standard responses when creating appointments and emails, see the Add an Appointment and Send an Email in Case IQ articles. 

Standard Response page in Settings under the Data tab.

Add a Standard Response

To add a new response template, click the Add Standard Response button. The New Standard Response form will be loaded. See a description of each form field in the list below:

  1. List Sequence: if you have multiple standard responses, you can set the order that they should be displayed in the application using a numerical value in the “List Sequence” field. By default, the standard response options will be ordered alphanumerically. 
  2. Locale: indicate the language of the response.
  3. Response Name: type in the text to display in the Standard Response dropdown menu for General Users.
  4. Response Distribution: create the content or body text of the standard response for an email or appointment. Use the text formatting options as needed. 

Edit a Standard Response

System Administrators can update a standard response at any time from the standard response's page:

  1. Click the Edit button. 
  2. The standard response's page will now be in edit mode. Use the text boxes and dropdown menus to update the information in the standard response form fields. 
  3. When you have completed your changes, click the Save button.

Delete a Standard Response

If you need to permanently remove a standard response, you can delete it from the standard response's page directly. Click the Delete button at the top right of the page.