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, click the Compose tab.
- Click the field where you want to insert standard text.
- Click the Insert Standard Text button on the toolbar.
- In the Compose dialog, select the appropriate standard text item from the drop-down list, and click OK.
- In the Define Text Prompt dialog, click theTextfield.
- 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>>).
- Click OK.