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cats:procedures:maintenance:savedtexts [2016/05/25 14:17] – 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> | |
- | There are many ways to create notes (remarks) or edit saved notes. | + | 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==== | ====Create a Remark from Maintenance==== | ||
You can go to **Maintenance > Setup > Remarks**. | You can go to **Maintenance > Setup > Remarks**. | ||
[{{: | [{{: | ||
- | Edit standard | + | Edit standard |
+ | 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 | ||
+ | [{{: | ||
+ | You may also edit an existing | ||
[{{: | [{{: | ||
- | Once you select your note proceed to edit or add to the existing | + | Edit the existing |
- | [{{: | + | [{{: |
- | 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. | + | |
- | [{{: | + | |
- | ====Calling up Remarks==== | + | ====Default Payment Instructions==== |
+ | If you create a remark with the name of **'' | ||
+ | [{{: | ||
- | Remarks can be called up in any note field thru a few different methods.\\ | + | 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 | ||
===Magnifying Glass=== | ===Magnifying Glass=== | ||
- | Navigate to your purchase contract or invoice. | + | 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. | 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=== | ===Shift and F3=== | ||
- | Navigate to your purchase contract or invoice. | + | Go to **Edit** on the top menu. |
[{{: | [{{: | ||
- | Now you may click in any note field and press SHIFT and F3 at the same time. | + | Now you may click in any note field and press keys [shift] |
+ | [{{: | ||
+ | Then proceed from the standard texts box. | ||
+ | [{{: | ||
===Edit and Then Right Click=== | ===Edit and Then Right Click=== | ||
- | Navigate to your purchase contract or invoice. | + | 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. | 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. | ||
+ | [{{: | ||
- | ====Ampersand Symbol(& | + | {{tag>" |
- | Navigate to your purchase contract or location screen. Click on the & (Ampersand) symbol on the top menu. This will pull up the note box. | + | |
- | [{{: | + | |