Snippets

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From time to time you will probably want to enter comments on an invoice or perhaps in a customer record.  You can do this in the comments section of most records and documents by simply entering free text.  However, if you find that you enter the same text a lot then you may want to use snippets instead.

 

Snippets are simply a selection of commonly used text.  To create a snippet, simply select the text that you want to save and then press 'Save Selection as New Snippet'

 

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You will then be asked to give the snippet a name:

 

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Now press save.

 

To insert a saved snippet into a record, simply press 'Load Saved Snippet' and you will see the available snippets:

 

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Note that you can select multiple snippets.  Once you have selected the appropriate snippets, press 'Select and Close' and the selected snippets will be placed into the record at the current cursor location.