About Default Messages
Purpose: Default messages are standard order or gift messages that you enter on orders on a regular basis. Instead of requiring users to retype a standard message on each eligible order, you can have the user select the message from a list of standard messages to default to the order, allowing you to avoid typographical errors that can occur when the message is manually added to the order.
Defining Default Messages
You can create default messages for order level messages and line level messages using the Work with Default Messages (WMSG) menu option.
The Message Type defined for the default message indicates whether the default message text is used for order level messages or order line level messages.
The Message Code defined for the default message indicates where the default message displays.
Valid values for order level messages:
- Ref Chk Cust = The default message prints on a refund check. You can review and define refund check messages on the Messages page.
- Gift = The default message prints as a gift message on the pick slip. You can review and define gift messages on the Messages page.
- Internal = The default message does not print anywhere but displays on the order. You can review and define order messages on the Messages page under the Order Notes heading.
- Picks = The default message prints on the pick slip. You can review and define pick slip messages on the Messages page.
- Quotes = The default message prints on the quote form. You can review and define quote form messages on the Messages page.
- Both = The default message prints on both the pick slip and invoice.
- Invoices = The default message prints on the invoice.
- Ref Chk Int = The default message prints in a detachable area of the refund check that is not visible to the customer.
- User Defined = This is not implemented in Modern View and should not be used. A type of Gift or Pick should be used instead.
Valid values for order line level messages:
- Internal = The default message does not print anywhere but displays on the order line.
- Both = The default message prints on both the pick slip and invoice.
- Invoices = The default message prints on the invoice.
- Picks = The default message prints on the pick slip.
Selecting a Default Message to Add to an Order
The Message Template field at a message window in Contact Center allows you to select a default message to add to an order.
When a user selects a default message to add to an order, the message text defined for the default message defaults to the Message field; however, you can still override the default message text or add to the default message text. For example, if a user selects to default Happy Birthday, the user may wish to modify the message line to read Happy Birthday, Mom! Love, Mary and John.
You can also define and use default message templates for order notes and for order lines. See Order Note or Order Line Message for background.
Default Message Examples
An example of the type of messages you may wish to default are listed below.
- Happy Birthday
- Happy Anniversary
- Congratulations
- Merry Christmas
- Happy Holidays
- Season’s Greetings
- Best Wishes
- Thinking of You
- With Deepest Sympathy
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