A predefined note is a dynamic template used to facilitate quick and efficient note entry within the Clienteling Services page.
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.
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.
|%MEMBER_POINTS_AVAILABLE%||Available Point Balance|
|%MEMBER_POINTS_EARNED%||Lifetime Earned Point Amount|