Inserting and Expanding Macros
Macros in the Advisor Desktop are a set of commands that expands into articles, paragraphs, or simple sentences, which are inserted as part of the response to customers. You can use macros while composing a quick reply to a customer. Macros are a time saving device to help you respond faster and efficiently.
To insert and expand a macro:
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In the Text box toolbar in the Reply pane, click the Add macro
button to add macro.
The Select Macro window appears.
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From the window select the macro you want to use in the message sent to the customer. Click OK to close the window.
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If you want to expand the macro, click the Expand macro
button. -
Make your selection of macros and click OK.
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If you know the name of the macro, in the text box, type the macro name preceded by two single reversed prime characters (`). The macro is expanded when the message is sent.
You can also add macros to an email using shortcut keys. Press and hold Ctrl + M then select the desired macro from the dropdown list to add it into the body of the email reply.
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