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How to Create and Edit Remarks
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.
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 standards texts box, select a note title to edit an existing remark.
Once you select your note proceed to edit or add to the existing text and then click Apply.
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.
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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.
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.