Trying to create a noter tool

[ELemons76]

I have seen something like what I am about to describe but I am unsure on how to make it for my team to use. What I want to accomplish is a way for agents to notate our calls by clicking different buttons that will put text data into a text box that the user can then copy and paste elsewhere. An example would be I get a call from a member and in excel I click the "type of caller" button and then any buttons that correspond to why they are calling. Each button I click will have different information that will go into the "display" area for the agent to highlight, copy, and then paste into software that records what the call was about. When the agent is done with the call they can simply click a "clear button and be ready to make new selections when a new member calls in. Any help with this would be greatly appreciated. I used this type of tool in excel once before but I have no idea how to create one. Thank you in advance! =D

 

[Derek Brown]

Hello and welcome to The Board.
Could "Reply Wizard" provide a solution for you.
Customer Service and Helpdesk software: Reply Wizard allows you to answer your email faster and stops repetitive typing with our time saving software for office automation, repetition and standard replies

 

[ELemons76]

Thank you for this but no this will not work. I have a tool that is used for another state but the creator no longer works for the company and will not share the info on how it was done. So all I have is a protected piece of work that I know could be done but no way to look at it to see how so that I can format it to fit other states. Thanks again for the link though. =)

Hello and welcome to The Board.
Could "Reply Wizard" provide a solution for you.
Customer Service and Helpdesk software: Reply Wizard allows you to answer your email faster and stops repetitive typing with our time saving software for office automation, repetition and standard replies