Difference between revisions of "What is a general notes template?"
From Catalyst
m |
m |
||
| Line 1: | Line 1: | ||
== Summary == | == Summary == | ||
| − | Throughout Platinum there are several sections where you can add General Notes to a record, e.g., Stock Codes; Customers and Suppliers; Vehicles; Order Items. These notes can be used in various ways - they can be used on reports and other print-outs; they can be used for holding extra information | + | Throughout Platinum there are several sections where you can add General Notes to a record, e.g., Stock Codes; Customers and Suppliers; Vehicles; Order Items. These notes can be used in various ways - they can be used on reports and other print-outs; they can be used for holding any sort of extra information. |
== More Information == | == More Information == | ||
| + | |||
| + | === Adding Notes === | ||
In this example, the use of the General Notes on a Customer Account will be used. | In this example, the use of the General Notes on a Customer Account will be used. | ||
* Go to "Sales Ledger" -> "Customer File Maintenance" -> "Add or Edit Customers" and edit any Customer as an example. | * Go to "Sales Ledger" -> "Customer File Maintenance" -> "Add or Edit Customers" and edit any Customer as an example. | ||
| Line 9: | Line 11: | ||
* This text is also searchable. | * This text is also searchable. | ||
* A "Tick" now appears in the check box to indicate that General Notes information has been entered. | * A "Tick" now appears in the check box to indicate that General Notes information has been entered. | ||
| + | |||
| + | === Templates === | ||
| + | You can use a {{DataValue|:}} to indicate that you want to use a template. The cursor will be positioned after the prompt for that line. | ||
| + | |||
| + | {{Example|text={{DataValue|Zone :}} on a line would place the cursor after the {{DataValue|:}} ready for you to enter a zone for that customer.}} | ||
== See also == | == See also == | ||
Revision as of 10:32, 3 July 2009
Summary
Throughout Platinum there are several sections where you can add General Notes to a record, e.g., Stock Codes; Customers and Suppliers; Vehicles; Order Items. These notes can be used in various ways - they can be used on reports and other print-outs; they can be used for holding any sort of extra information.
More Information
Adding Notes
In this example, the use of the General Notes on a Customer Account will be used.
- Go to "Sales Ledger" -> "Customer File Maintenance" -> "Add or Edit Customers" and edit any Customer as an example.
- At the bottom left of the displayed window there is a "Check Box". 'Click' here with the mouse button, or press <Ctrl+F8>.
- Any extra information relating to that Customer can be entered in the space provided, with the option to stamp a Date and Time if required using the <F5> key.
- This text is also searchable.
- A "Tick" now appears in the check box to indicate that General Notes information has been entered.
Templates
You can use a ':' to indicate that you want to use a template. The cursor will be positioned after the prompt for that line.
 | 'Zone :' on a line would place the cursor after the ':' ready for you to enter a zone for that customer. |
See also
