Application File Imports Release Notes Sync Web Services FAQ

Predefined Note

System LocationAdmin / Item Types / Predefined Notes

predefined note is a dynamic template used to facilitate quick and efficient note entry within the Clienteling Services page.

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

 

Please note: All external ALP SaaS links and references are directed to US datacenter unless specifically noted.


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