WindoorERP Documentation 19.0

Configure Canned Responses and keyboard shortcuts for rapid customer and team messaging

1 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Configures standardized canned responses with instant keyboard shortcuts (e.g. typing :warranty inserts the complete 10-year aluminium & glass warranty statement).

Before you start

  • Internal User access.

Steps

Canned responses master registry list

Canned responses kanban overview

Canned response shortcut and substitution editor

Important

Canned responses ensure consistent corporate messaging and save sales engineers hours of repetitive typing.

  1. 01
    Open Discuss › Configuration › Canned Responses.
  2. 02
    Click New to create a response shortcut.
  3. 03
    Enter the Shortcut (e.g. :sitevisit, :glasswarranty, :paymentterms).
  4. 04
    Type the complete standardized message body in Substitution.
  5. 05
    In any chat, channel, or record chatter, type the colon prefix : followed by your shortcut name and press Enter to expand the text.

Common mistakes

  • Creating complex shortcut names that are difficult for team members to remember.
  • Including outdated price quotes inside permanent canned response substitutions.

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