Creating Ticket Note Templates

This article will provide a walkthrough on how to create ticket note templates in 1Stream.

1Stream Level Feature Notice

This feature is available for only Core level 1Stream users and up. If you would like this feature to be available, then please reach out to your bvoip Sales Representative to upgrade user licensing.

Ticket Templates in 1Stream

The Note Template section in 1Stream is used to create Note Templates that can be utilized while users are in calls. As an administrator, these note templates can be created to not only have pre-written notes for any ticket, you have the ability to provide a label and also determine if they are internal or external notes so that they can apply accordingly.

Creating a Note Template

Log into the 1Stream Portal.
Go to the Administration menu.
Choose the Manage Organization option. The page will refresh.
Scroll down to the Note Templates section.
Click on the green circled + button.
In the Note Name field, add in the note name.
In the Note Text, type in the note that you would like to have in the template.
On the Internal section, select Yes or No.
Click the Save button.

Need to Edit an Existing Note Template?

Click on the existing note name in order to open the edit pop-up.

Curious How Note Templates are Used?

If you would like to see how an end user can use a note template, please see our Using Note Templates article.