System Location: Admin / Item Types / Predefined Notes
A predefined note is a dynamic template used to facilitate quick and efficient note entry within the Clienteling Services page.
Table of Contents
Managing Predefined Notes
To create a new reply, click the "Add Predefined Note" link at the top of the page. Alternately, existing predefined notes can be modified or deleted by first clicking the "Edit" link next to the associated reply within the main grid.
Dynamic Placeholders
When typing the actual body of the predefined note, placeholders can be used that will instruct the system to dynamically populate them with member-specific content.
| Placeholder | Description |
|---|---|
| %MEMBER_FIRST_NAME% | First Name |
| %MEMBER_LAST_NAME% | Last Name |
| %MEMBER_FULL_NAME% | Full Name |
| %MEMBER_POINTS_AVAILABLE% | Available Point Balance |
| %MEMBER_POINTS_EARNED% | Lifetime Earned Point Amount |
| %MEMBER_POINTS_EXPIRED% | Expired Points |
| %MEMBER_POINTS_LOCKED% | Locked Points |
