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Assign a shortcut to a template

An Admin sets or changes the `/shortcut` on a shared template so operators can insert it by typing instead of browsing.

When this happens: Admin edits a shared template's Shortcut field.

Step by step

  1. 1

    Open the shared template Standard pricing for edit.

    EasyCRM shows the Shortcut field with its current value /price.

  2. 2

    Changes it to /pricing and moves focus away.

    EasyCRM checks uniqueness among active Shared templates in real time and shows Available.

  3. 3

    Click Save.

    EasyCRM updates the shortcut; /price is freed for reuse (by this or any other Shared template) and /pricing takes effect immediately. EasyCRM records ReplyTemplateUpdated.

Other paths

Clear the shortcut

Clears the field entirely and saves. The template remains reachable through search and browsing but no longer through a shortcut.

If something goes wrong

Shortcut taken

At step 4 the new shortcut is already used by another active Shared template. EasyCRM shows Already in use by [Template name] inline; Save stays disabled until resolved.

Good to know

  • Shortcuts are managed only by .ManageShared holders. |
  • A shortcut is unique company-wide, across every active template. |