Snippets Overview

Learn everything about Snippets - how to add, edit and delete

Updated over a week ago

In this article, we'll discuss the following:


What are the Snippets?

There are so many such questions that we end up asking clients more repetitively. Examples of such questions are:

  1. What's this transaction for?

  2. What's the name of the payee?

  3. Please send me a receipt for these transactions.

You don't want to spend time writing these questions manually each time, and that's where Snippets come to your rescue. Snippets are short, reusable text used while asking questions to clients.


How to create Snippets?

There are two ways to create the same. First, go to Settings>Templates>Snippets and add new.

The second way is to create the new snippet from the Ask Question window.


Edit the Snippets

Go to Settings>Templates>Snippets. You will see the edit icon when you hover the mouse on the snippet you want to edit. Click it to edit the snippet.


Delete the snippets

Go to Settings>Templates>Snippets. You will see the delete icon when you hover the mouse on the snippet you want to delete. Click it to delete the snippet.

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