Miscellaneous

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.
  1. In the
    Detail Billing
     screen, go to the Compose tab.
  2. Select the field where you want to insert standard text.
  3. Select 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 select
    OK
    .
  5. In the
    Define Text Prompt
     dialog, select 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. Select
    OK
    .

This article applies to:

  • Product: DT Practice