METRICRM
FeaturesAIPricingResources
//
Talk to us
METRICRM
ProductPricingFeaturesAIIntegrations
ResourcesUser GuideContact
LegalTerms of ServicePrivacy NoticePDPA NoticeData Processing AgreementCookie Policy
© 2026 Webbalances Solution (003096168-D). All rights reserved.Version 4.22.0
All guidesMetriCareCases and queuesWorking a caseTurn email into cases automaticallyStatuses, categories and numberingSLA policiesBusiness hours and public holidaysEscalation rulesMacrosStatus auto-repliesThe customer portal
User Guide › MetriCare

Macros

One click to reply, set fields and add a note.

For: Agents and admins

Steps

  1. 1Open Settings → Macros and select Add macro.
  2. 2Name it and choose who can use it: everyone or just you.
  3. 3Add actions: reply with a template, set status or priority, assign, move to a team, add tags or add an internal note.
  4. 4Save. In a case, select Macros in the composer and pick one.
  5. 5Field changes apply straight away; a reply opens in the composer so you can check it before sending.

Good to know

  • Macros are recorded in the case history like any other change.

Related guides

  • Cases and queuesFind the cases that need you first.
  • Working a caseReply, add notes, link and merge — all from one screen.
  • Turn email into cases automaticallyEvery new email to a support mailbox becomes a numbered case and is assigned to an agent straight away.
  • Statuses, categories and numberingShape cases to the way your team works.

Still need help? Contact support

On this pageStepsGood to knowRelated guides