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Add dynamic text template in Interaction Record depending on category and text type

Feb 06 at 03:34 PM


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Former Member

Hello experts,

we have the following requirement:

Depending on the text type in an Interaction record and depeding on what category the user chose in the multilevel categorization a Standard text should be defaulted.

Preferably not directly into the notes field but chosable via a custom Dropdown (which could contain several possible default texts to choose from)

Thanks for any answers,


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