Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
cats:settings:contractsettings [2018/10/16 16:34] – jen | cats:settings:contractsettings [2022/09/19 18:15] (current) – [Page Layout] jen | ||
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Change how the contract confirmation pulls in data and how data is displayed on [[cats: | Change how the contract confirmation pulls in data and how data is displayed on [[cats: | ||
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**[[cats: | **[[cats: | ||
- | **Use contract trader name rather than user name.** - Contract trader name will show instead of user name.\\ | + | **[[cats: |
- | **Show purchase number on sale** - When checked, will include the purchase contract number on sale confirmations.\\ | + | **[[cats: |
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**Show top and bottom text.** - When checked, includes the text labeled Top of Sale and Top of Purchase entered on the Contract Language tab. \\ | **Show top and bottom text.** - When checked, includes the text labeled Top of Sale and Top of Purchase entered on the Contract Language tab. \\ | ||
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To change this text, double-click this item in the list shown above. An edit box will pop up and allow you to change this information. | To change this text, double-click this item in the list shown above. An edit box will pop up and allow you to change this information. | ||
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Press **Save** to save the contract language text.\\ | Press **Save** to save the contract language text.\\ | ||
====Contract Settings Tab==== | ====Contract Settings Tab==== | ||
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**Price-Fix basis** - | **Price-Fix basis** - | ||
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===Settings for Adding Contracts=== | ===Settings for Adding Contracts=== | ||
- | * **Start in edit mode when copying a contract** | + | * **Start in edit mode when copying a contract** |
- | * **Next sale number** | + | * **Next sale number** |
- | * **Next purchase number** | + | * **Next purchase number** |
**Send confirm as an attachment in tracking email.**\\ | **Send confirm as an attachment in tracking email.**\\ | ||
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**Item list font** - Change the font type and size for items in the list.\\ | **Item list font** - Change the font type and size for items in the list.\\ | ||
**Page height** - Decrease or increase the standard page height - changes where CATS breaks the page when printing to a printer.\\ | **Page height** - Decrease or increase the standard page height - changes where CATS breaks the page when printing to a printer.\\ | ||
- | **terms font** - Change the contract terms font type and size.\\ | + | **Terms font** - Change the contract terms font type and size.\\ |
**Text element placement** - Put the headings for the memo fields on top of or to the left of the memo fields.\\ | **Text element placement** - Put the headings for the memo fields on top of or to the left of the memo fields.\\ | ||
**Indent text elements** - (Yes or No) - Indent all of the text elements compared to the title and heading placement.\\ | **Indent text elements** - (Yes or No) - Indent all of the text elements compared to the title and heading placement.\\ | ||
- | **HTML Styles** - \\ | + | **HTML Styles** - Check the box labeled **Use separate styles for HTML output** to use a different size, style, or weight of font for contract confirmations printed to HTML than those printed to a printer.\\ |
+ | * Change the options for: | ||
+ | * **Title font** - the title on the confirmation, | ||
+ | * **Text font** - the font on all text boxes except the Terms box. | ||
+ | * **Item list font** - the font on the item list, displayed in grid format. | ||
+ | * **Terms font** - the font for the terms. | ||
+ | * **Fit item list to page** - Check this box to force the item list width to span the page and not cut off columns.\\ | ||
**Signature date line** - \\ | **Signature date line** - \\ | ||
**Use old contract style** - \\ | **Use old contract style** - \\ | ||
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====Confirm Templates==== | ====Confirm Templates==== | ||
Here you can choose which terms to display on the contract itself. Each term uses codes that you can set up in the Codes & Terms area. See [[cats: | Here you can choose which terms to display on the contract itself. Each term uses codes that you can set up in the Codes & Terms area. See [[cats: | ||
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====Page Layout==== | ====Page Layout==== | ||
Place a check next to the Contract Terms you wish to display on the Contract. | Place a check next to the Contract Terms you wish to display on the Contract. | ||
Adjust the order in which the terms will be displayed by using the "Move Up" and "Move Down" buttons. | Adjust the order in which the terms will be displayed by using the "Move Up" and "Move Down" buttons. | ||
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Press **Save** to continue. | Press **Save** to continue. | ||