Insert Text Prompt [Standard Text]

Use the Insert Text Prompt dialog to trigger a prompt for your staff when they select a standard text item. Staff will be prompted to complete the standard text item by entering the information you specify in the prompt. For example, a standard text item could list the tax forms your firm prepared for a client. Your prompt could read "Enter list of forms, separated by commas." A staff member selecting this standard text item will be prompted to enter the forms the firm prepared, and that list will be added to the standard text.

To access the Insert Text Prompt dialog, choose Setup > Standard Text, and click the Insert Text Prompt button.

To use this feature, position the cursor where you want the text prompt to appear and click the Insert Text Prompt button. In the

Enter text prompt

field, enter the instructions you want your staff to see. Be sure that the prompt clearly indicates what the staff member should enter. Click OK when finished.