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You can create a macro in the Field Admin Console. Macros allow you to apply set changes to any case in a few clicks. You can apply a macro when you view an individual case.
Note: Field Admin Console features may vary based on account and user settings. Based on the permissions for your role, you may not be able to view or use the features described in this lesson.
To open the Macros page, click the Macros tab.
To create a new macro, click the New button.
Enter the details for the macro. Macro details include:
To save your macro, click the Save button . To save your macro and begin creating a new macro, click the Save & New button .
To delete your macro, click the Cancel button .
View the macro.
To edit the macro, click the Edit button . To delete your macro, click the Delete button . To duplicate your macro, click the Clone button .