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cats:procedures:maintenance:savedtexts [2016/05/23 16:29] – jen | cats:procedures:maintenance:savedtexts [2019/02/26 17:24] (current) – [Default Payment Instructions] amanda | ||
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=====How to Create and Edit Remarks===== | =====How to Create and Edit Remarks===== | ||
+ | {{entry> | ||
+ | Remarks are saved notes or texts you can insert in any note field. Note fields can be found on the contract main screen, traffic orders, invoices etc. There are many ways to create notes (remarks) or edit saved notes. | ||
+ | ====Create a Remark from Maintenance==== | ||
+ | You can go to **Maintenance > Setup > Remarks**. | ||
+ | [{{: | ||
+ | Edit standard texts box will pop up. | ||
+ | Click on the **Create New Text** button to create a new standard text. Clicking **Bold Font When Available** will print to the printer in bold font, if it's available.\\ | ||
+ | [{{: | ||
+ | Enter a name for this remark and click **OK**. | ||
+ | [{{: | ||
+ | You will return to the edit text box pop up. Enter text for this remark in the large box to the right and then click **Apply**.\\ | ||
+ | [{{: | ||
+ | You may also edit an existing remark. From edit standard texts box, select a note title to edit an existing remark. | ||
+ | [{{: | ||
+ | Edit the existing remark in the large box on the right and then click **Apply**.\\ | ||
+ | [{{: | ||
+ | |||
+ | ====Default Payment Instructions==== | ||
+ | If you create a remark with the name of **'' | ||
+ | [{{: | ||
+ | |||
+ | You can also create default remarks for other currencies you are using in the system by calling them **'' | ||
+ | Then, if the invoice is in GBP, the remark named **'' | ||
+ | [{{: | ||
+ | < | ||
+ | ====Inserting Remarks==== | ||
+ | |||
+ | Remarks can be called up in any note field through a few different methods.\\ | ||
+ | |||
+ | ===Magnifying Glass=== | ||
+ | Go to **Edit** on the top menu. | ||
+ | [{{: | ||
+ | Now you may click in any note field and click the magnifying glass on the bottom right of the note field. | ||
+ | [{{: | ||
+ | The note box will pop up. Click on insert text from the remarks file.\\ | ||
+ | [{{: | ||
+ | The select standard text box will pop up. Proceed to select or edit text or create new.\\ | ||
+ | [{{: | ||
+ | |||
+ | ===Shift and F3=== | ||
+ | Go to **Edit** on the top menu. | ||
+ | [{{: | ||
+ | Now you may click in any note field and press keys [shift] and [F3] at the same time. Click **Retrieve a Standard Text** from the pop up. | ||
+ | [{{: | ||
+ | Then proceed from the standard texts box. | ||
+ | [{{: | ||
+ | |||
+ | ===Edit and Then Right Click=== | ||
+ | Go to **Edit** on the top menu. | ||
+ | [{{: | ||
+ | Now from any note field you can right click from your mouse to pull up the note field. | ||
+ | [{{: | ||
+ | Pick **Remark > Insert Remark**. Then proceed from the standard texts box. | ||
+ | [{{: | ||
+ | |||
+ | ===Ampersand Symbol(& | ||
+ | Navigate to your purchase contract or location screen. Click on the ** & ** (Ampersand) symbol on the top menu. This will pull up the note box. Click on insert text from the remarks file. | ||
+ | [{{: | ||
+ | Then proceed from the standard texts box. | ||
+ | [{{: | ||
+ | |||
+ | {{tag>" | ||
- | There are many ways to create notes (remarks) or edit saved notes. You can go to **Maintenance > Setup > Remarks**. Edit standard texts box will pop up. Select **text to edit** on the left to edit an existing text. Pick **create new text** and you will be prompted to create a new standard text. Enter text and then press **OK**. You will return to the edit text box pop up. Press | ||