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Quick Profile Scratchpad

You can use the Scratchpad Area at the bottom of the Quick Profile screen to merge information about the current user into new incidents, requests, issues, change orders, and activity logs. You can enter text and merge the text and contact information into a new record. You can also use existing templates to create records.

Note: The type of tickets that you can create from the Scratchpad Area depends on the Preferred Document setting for the Access type of the selected contact. Your administrator determines this setting. This setting also determines the type of tickets that the "Quick" button labels use in the Scratchpad Area.

The Quick Profile Scratchpad lets you perform the following tasks:

• Check the spelling of the text in the scratchpad by clicking Spelling.
• Search the knowledge base using the keywords entered in the scratchpad by clicking Search Knowledge.
• Clear all text from the scratchpad by clicking Clear Scratchpad.
• Create a ticket using the data from the scratchpad and immediate close the ticket by clicking Quick Close.
• Create a ticket quickly using the selected template by clicking Quick. No detail page displays, but a message indicating the results of the quick create process is displayed.
• Create a ticket by opening the detail page for the ticket type selected in the Type field. The text entered in the Scratchpad Area displays in the Description field of the new ticket, and the current contact is the Affected End User of the new ticket.