Create Paragraphs

Path: Setup > Customers > Create Paragraphs

Priority: Optional

Save operator time by creating "paragraphs" of standard text or frequent comments for use on:

·      Invoices or purchase orders

·      Customer letters or emails

·      Notes screen in Order Entry

For example, you could create a paragraph with product care instructions to be added to the invoice when that product is ordered.

• For text that should appear on every invoice or purchase order, even if for a limited period of time, it may be better to modify the form itself rather than expect the operator to insert a pre-defined paragraph each time the form is printed.

Another good use of the Create Paragraphs feature is to create a closing and signature for each customer service representative. View example

Fields and options on this screen:

(click italicized items for additional information)

·     Name of paragraph

·     Paragraph Type

·     Text to insert into letter