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This text refers to program version 8.4  

The Standard Text Register

The Standard Text register to build up a library of standard letters that you can then use at particular stages in the development of the relationship with a Customer or Supplier. Examples of standard texts include the texts that you will send to Customers or Suppliers using the Customer Letter register, and the texts that you will email to Customers and Suppliers using the 'Email' function on the Create menu (Windows/Mac OS X) or + menu (iOS/Android) of various windows (e.g. Invoices and Sales Orders).

To enter a new Standard Text record, ensure you are in the CRM module and click the [Standard Texts] button in the Navigation Centre. The 'Standard Texts: Browse' window opens, listing the existing Standard Text records. To enter a new record, select 'New' from the Create menu (Windows/Mac OS X) or + menu (iOS/Android). For each new Standard Text record, enter a Code and a descriptive Comment together with the letter text itself.

To save a Standard Text record, click the [Save] button (Windows/Mac OS X) or tap ? (iOS/Android). Alternatively, click the close box or tap < and choose whether or not you want to save changes.

If you need to use HTML formatting in a Standard Text record, tick the HTML box. To be able to use HTML formatting (i.e. to be able to tick this box), you must be using the Use HTML Formatting in Customer Letters option in the Global CRM Settings setting in the CRM and Technics modules. If you tick the HTML box, a Template field will be added to the Standard Text window, allowing you to base the Standard Text on an HTML Template. HTML formatting in Standard Texts is similar to HTML formatting in Customer Letters: please refer here for more details.

If you attach files to a Standard Text record and then use the Standard Text in a Customer Letter, the files will be attached to the Customer Letter when you save it. If you will be sending the Customer Letter by email using the 'Send email' Operations menu function, the files will be attached to the emails. This can be useful when sending brochures, price lists, product sheets, etc.

When adding a Customer Letter, you can specify a Standard Text using the field on the 'Header' card:

The text in the Standard Text record will be copied to the 'Text' card in the Customer Letter:

If you have ticked the HTML box in the Standard Text record, the equivalent HTML box will be ticked automatically in the Customer Letter if it wasn't ticked already. Any HTML Template specified in the Standard Text will also be copied to the Customer Letter.

If you will send emails to Customers and Suppliers using the 'Email' function on the Create menu (Windows/Mac OS X) or + menu (iOS/Android) of various windows (e.g. Invoices and Sales Orders), you can construct the content of those emails using the Mail Texts setting in the Email and Conferences module:

In the First Text field, specify the Standard Text record that contains the text that will be copied to the beginning of the main body of each Mail that will be created when you use the 'Email' function. In the Last Text field, specify the Standard Text record that contains the text that will be copied to the end of the main body of the Mails. If the HTML box is ticked in either of these Standard Text records, the equivalent HTML box will be ticked automatically in the Mails as well. Please refer here for more details about the Mail Texts setting.

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