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Both sides previous revision Previous revision Next revision | Previous revision | ||
cats:procedures:maintenance:savedtexts [2016/05/31 15:11] – 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. | 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==== | ||
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Edit standard texts box will pop up. | 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 in bold font if it's available.\\ | + | Click on the **Create New Text** button to create a new standard text. Clicking **Bold Font When Available** will print to the printer |
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Enter a name for this remark and click **OK**. | Enter a name for this remark and click **OK**. | ||
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Edit the existing remark in the large box on the right and then click **Apply**.\\ | Edit the existing remark in the large box on the right and then click **Apply**.\\ | ||
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+ | ====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 **'' | ||
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+ | < | ||
====Inserting Remarks==== | ====Inserting Remarks==== | ||
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Go to **Edit** on the top menu. | Go to **Edit** on the top menu. | ||
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- | Now you may click in any note field and press SHIFT and F3 at the same time. Click **Retrieve a Standard Text** from the pop up. | + | Now you may click in any note field and press keys [shift] |
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Then proceed from the standard texts box. | Then proceed from the standard texts box. | ||
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===Ampersand Symbol(& | ===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. | + | 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. |
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+ | Then proceed from the standard texts box. | ||
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+ | {{tag>" | ||