Defining a text prompt for standard text

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Use the Define Text Prompt dialog to enter the text that should appear in place of variable text for standard text items.

  1. In the Detail Billing screen, click the Compose tab.
  2. Click the field where you want to insert standard text.
  3. Click the Insert Standard Text button on the toolbar.
  4. In the Compose dialog, select the appropriate standard text item from the drop-down list, and click OK.
  5. In the Define Text Prompt dialog, click the Text field.
  6. Enter the text that should appear in place of the variable text that is between brackets (for example, <<Add the client’s year end date>>).
  7. Click OK.

Related topic: Compose toolbar

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