Standard messages can be created for the proposal, invoice, and email body. Avoid repetitive typing for common notes, phrases, etc.
Add to, edit, or delete from the lists, as your business requires.
1. Select one of the options from the Navigation Bar.
a. ‘Administration> Custom Lists> Update Email Body Messages’
b. ‘Administration> Custom Lists> Update Standard Notes’
2. Choose an update option.
a. Adding a New value:
i. Click the ‘Add New Message’ button.
ii. Type in a name to associate this message with in the ‘Message Name:’ text box.
iii. Enter the message in the ‘Message:’ text box.
iv. Click ‘Save’ save button.
b. Editing a value:
i. Click on the ‘Edit’ link for the appropriate item in the grid.
ii. Update the entry and click the ‘Save’ button.
c. Deleting a value:
i. Click on the ‘Delete’ link for the appropriate you wish to delete in the grid.
ii. Confirm the delete.
The newly added message (name) will now be listed in the drop-down selection lists of various forms throughout the application. By clicking the name from the list, Total Party Planner Web will APPEND the note to any text currently in the text box. Any edits made to the note will be for that section only.