3699445 - Unable To Find Note Templates Feature

User is unable to find the Note Templates feature in System Settings.

SAP Service Cloud Version 2

1. Login to the system and click on the User Profile.
2. Select Settings and navigate to Data Administration.
3. Check for Note Templates and notice that the option is not available.

There are 2 possible causes for this issue:

1. The feature has not been activated via the Feature Activation Hub.
2. Incorrect or Missing Authorization for the user.

1. If it is the first case as mentioned above, then the administrator should ensure that the Notes Template feature is activated in the Feature Activation Hub by following below steps:
   1. Go to Settings and search for Feature Activation Hub.
   2. Search for 'Note Templates in Cases' feature and click on Activate.
   3. In the pop-up, click on the Confirm button.
2. If it is the second case as mentioned above, in order to create and view Note Templates, user must be assigned to the below Business Service and Apps:
   1. sap.crm.service.templateService - templateService (Business Service)
   2. sap.crm.service.templateService - Template (App Name)
   3. sap.crm.service.templateService - sap.crm.templateservice.uiapp.templateAdmin (App Name)

Help Documentation: Note Templates in Case

Notes, Case, Template, What's New, Feature Activation Hub, Note Types, Data Administration, Service, Hypernote , KBA , CEC-CRM-NOT , Notes for SAP Sales/Service Cloud , CEC-CRM-CAS , Case Management for SAP Sales/Service Cloud , CEC-CRM-TMP , Templates for SAP Sales/Service Cloud , Problem