Note Templates

Type:    Form
Description: Provides access to note templates modification and creation options.
Items:


Note Template Search
Includes various note templates search options.
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Find
Executes search based on predefined criteria.
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Clear
Clears any selected criteria - resets the form to its original state.
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Merchant
Search creteria to locate note templates by the selected merchant.
Opens Form: Search Form
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Name
Search creteria to locate note templates with a specific name by entering either full or partial name.
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Template Type
Search creteria to locate note templates with its type.
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Chargeback
Indicates that chargeback note template is selected as a search creteria.
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Customer
Indicates that customer note template is selected as a search creteria.

Note Template List
Includes the list of note templates found based on the search criteria specified.
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Merchant Account
Code of Merchant Account to which instance of this object is attributed to.

Depending on the context, Merchant Account Code field may contain either Merchant Code or Merchant Account Code.

The field is primarily used for data partitioning and data management, to make it easy to determine the ownership of a record within the database.
References: Note Template.Merchant Account Code
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ID
Identifier of the object used for references; auto-incremented integer value.
References: Note Template.Id
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Template Type
Enumerates possible values of note templates types within the system.
References: Note Template.Note Template CL
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Name
Name of the template in the system.
References: Note Template.Name
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Modify Template
Allows to modify the selected template.
Opens Form: Note Template
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Add
Allows to add new note template to the list of available templates.
Opens Form: Note Template

Note Template
Includes various note templates modification options.
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Save
Saves all changes on the form.
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Close
Closes the form without saving any changes.

Detail
Includes various details of the note template.
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Merchant Account
Allows to select the appropriate merchant account from the list of available accounts.
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Type
Enumerates possible values of note templates types within the system.
References: Note Template.Note Template CL
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Chargeback
Indicates that chargeback template type is selected.
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Customer
Indicates that customer template type is selected.
Name
Name of the template in the system.
References: Note Template.Name
Variable Helper
Includes variable helper options for modifying the selected template.
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Name
Name of the variable helper.
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Type
Type of the variable helper.
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Amount
Indicates that amount is selected as a variable helper type.
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Integer
Indicates that integer is selected as a variable helper type.
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Text
Indicates that text is selected as a variable helper type.
Example
Example of the variable helper.
Add
Allows to add the combined variable helper template to the note template.
Message
Includes the text message of the template.
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