Macro Improve: Inserting text placeholder objects for internal and public comments
Posted Jun 16, 2023
We sometimes add placeholders to a public macro that agents need to replace with additional data or use as notes before submitting. At times, agents are moving so quickly that they may forget to update the placeholders, and it looks unprofessional.
I would love it if we could insert a placeholder that requires agents to update it before submitting. And if they don't, they're shown an error message.
Below is an example of an agent processing a refund. We have included a placeholder to remind the agent to insert the refund amount and a closing statement. It would be ideal to have a specific "object" for this instead of using formatting. However, agents are allowed to remove it unless an admin makes it required, in which case it cannot be removed by the agent.
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