cats:procedures:maintenance:savedtexts

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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.

You can go to Maintenance > Setup > Remarks.

Go to Maintenance, Setup, Remarks

Edit standard text box will pop up. Select note under Text to Edit on the left to edit an existing text.

Edit Standard Text Box

Once you select your note proceed to edit or add to the existing text and then click Apply.

Edit Text or Add Text

Pick create new text and you will be prompted to create a new standard text.

Create New Text Box

Enter text and then press OK. You will return to the edit text box pop up.

Create a New Standard text Box

Remarks can be called up in any note field through a few different methods.

Magnifying Glass

Go to Edit on the top menu.

Edit from the main screen

Now you may click in any note field and click the magnifying glass on the bottom right of the note field.

Click on the magnifier in any note field

Shift and F3

Navigate to your purchase contract or invoice. Go to Edit on the top menu.

Edit from the main screen

Now you may click in any note field and press SHIFT and F3 at the same time.

Edit and Then Right Click

Navigate to your purchase contract or invoice. Go to Edit on the top menu.

Edit from the main screen

Now from any note field you can right click from your mouse to pull up the note field.

Edit and the right click in any note field

Navigate to your purchase contract or location screen. Click on the & (Ampersand) symbol on the top menu. This will pull up the note box.

  • cats/procedures/maintenance/savedtexts.1464188010.txt.gz
  • Last modified: 2017/12/19 03:21
  • (external edit)