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Defining a text prompt for standard text

Use the

Define Text Prompt

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

In the

Detail Billing

screen, go to the Compose tab.

Select the field where you want to insert standard text.

Select the Insert Standard Text
button on the toolbar.

In the

Compose

dialog, select the appropriate standard text item from the drop-down list, and select OK
.

In the

Define Text Prompt

dialog, select the Text
field.

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>>).

Select OK
.