Purchased_Fulfilled Note Templates
Use this when you have given the hard copy item to the customer
Purchase_Need_to_Fulfill Note Templates
Use this when you did NOT give the hard copy item to the customer.
hardcopy item has to be sent to the customer.
Special Tags:
There are special tags that work like the note templates in case you need to apply the same note templates to multiple people at once.
Name of the tag Category
PME_Private_Money_Scout Process_Purchased