Setting up the Sales Portal

Table texts are predefined texts that can be quickly inserted in a field where the cursor is placed. The purpose of this feature is to be able to quickly insert texts used regularly instead of writing them again or copy-pasting.

Example

On all my quotations, I need to write a text on the payment arrangements. In order to avoid writing it manually on each quotation, I can insert the following table text: Payment conditions: 40% down payment for the order. Payment when invoice received.

On an quotation, table texts can be inserted in the Text on object from the Header view.

Prerequisite: The table text family must be of the Sales type.

Reference

To create and set up table texts, see Table texts.

To insert a table text:

1 From the desired location in a field compatible with table texts, type / then start entering the code of the table text (ex: /COND_REGLEMENT).

The list of table texts is displayed and updated as you type.

2 Use the arrow keys of the keyboard to select the desired table text then press Enter, or click directly on the desired table text.

The table text is inserted.

Tips

Hover over the drop-down list to preview the desired table text entirely.

Type /* to see the list of all table texts that can be added.