Table texts
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 specifying 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.
