Note Template Profiles

A note template profile allows you to create custom note templates that will be available for selection within the order details. To configure a Note Template Profile within your Lime Light CRM, you will go to Clients and Fulfillment>Notes Management. Click on the “Actions” drop down selection to add a new note template profile.

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The following parameters for when adding or editing a note template is briefly described here for your reference:

Label: Enter a name for your note template profile.

Editable: Select whether or not the note content will be editable in the order details.

All Campaigns: Select whether or not to apply to the note template profile to all campaigns.

Campaign: Select specific campaigns for your note template profile.

Content: Enter the note content for your note template profile.

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