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Creating Macros

Speed up communication by saving time typing the same thing over and over again using Companion Case Management’s macros feature. 

With macros, you can insert sentences or brief paragraphs of information you type frequently in a matter of seconds. Additionally, our workflow tool makes use of macros to send messages automatically on your behalf. 

Macros are unique to each organization and you can customize it any way you like. Here’s how to do it.

Step 1: Click on the ‘Companion Case Management’ tab and then the ‘Macros’ submenu. 

Step 2: Click on the plus button to add a new macro.

Step 3: Type in the name so that you can easily distinguish it. This will only be visible to your organization.

Step 4: Supply the content in the textbox.

Step 5: Click ‘Save’.

By using macros, you will have more time on your hands to spend on saving animals! 

If you have other questions, feel free to reach out to us through or by clicking the Help button in the lower right-hand corner. 


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