Customise your quick texts - task details

Created by Daniel Beckett, Modified on Wed, 22 Mar, 2023 at 12:52 PM by Daniel Beckett

You can customise the options your users have when they use the 'Insert Text' button when adding a task. 



  • You can change your call outcomes In 'Settings > Quick Text > Task Details'
  • Click 'Add New Task Detail' to add more.
  • Use the green arrows to move the task details into your preferred order
  •  The order shown on screen is the order that will be shown from the 'insert text' drop down option above



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