How to Create and Edit Remarks

How to Create and Edit Remarks

Remarks are saved notes or texts you can insert in any note field. Note fields can be found on the contract main screen, traffic orders, invoices etc. There are many ways to create notes (remarks) or edit saved notes.

Create a Remark from Maintenance

You can go to Maintenance > Setup > Remarks.

Go to Maintenance, Setup, Remarks

Edit standard texts box will pop up. Click on the Create New Text button to create a new standard text. Clicking Bold Font When Available will print to the printer in bold font, if it’s available.\

Create New Text Box

Enter a name for this remark and click OK.

Create a New Standard text Box

You will return to the edit text box pop up. Enter text for this remark in the large box to the right and then click Apply.\

createremarks_edittextaddtext.png

You may also edit an existing remark. From edit standard texts box, select a note title to edit an existing remark.

Edit Standard Text Box

Edit the existing remark in the large box on the right and then click Apply.\

Edit Text or Add Text

Default Payment Instructions

If you create a remark with the name of PAYMENT, the text of that remark will automatically be pulled into the Payment Instructions field on a sale invoice when an invoice is created.

A remark named PAYMENT will pull automatically into the Payment Instructions field.

You can also create default remarks for other currencies you are using in the system by calling them PAYMENT ZZZ, where ZZZ matches the system currency code. Then, if the invoice is in GBP, the remark named PAYMENT GBP will pull into the Payment Instructions field.

A remark named PAYMENT GBP will pull onto invoices in currency GBP.

note

If no currency-related mark is found, CATS will NOT pull the default PAYMENT remark onto the invoice.

Inserting Remarks

Remarks can be called up in any note field through a few different methods.\

Magnifying Glass

Go to Edit on the top menu.

Edit from the main screen

Now you may click in any note field and click the magnifying glass on the bottom right of the note field.

Click on the magnifier in any note field

The note box will pop up. Click on insert text from the remarks file.\

Magnifier Popup

The select standard text box will pop up. Proceed to select or edit text or create new.\

Select Standard Text Box

Shift and F3

Go to Edit on the top menu.

Edit from the main screen

Now you may click in any note field and press keys [shift] and [F3] at the same time. Click Retrieve a Standard Text from the pop up.

Click on Note Field and Press Shift and F3

Then proceed from the standard texts box.

Standard Texts Box

Edit and Then Right Click

Go to Edit on the top menu.

Edit from the main screen

Now from any note field you can right click from your mouse to pull up the note field.

Edit and the right click in any note field

Pick Remark > Insert Remark. Then proceed from the standard texts box.

createremarks_selectstandardtext.png

Ampersand Symbol(&)

Navigate to your purchase contract or location screen. Click on the ** & ** (Ampersand) symbol on the top menu. This will pull up the note box. Click on insert text from the remarks file.

createremarks_popupbox_001.png

Then proceed from the standard texts box.

Standard Texts Box