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Use Quick Text to save keystrokes

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Overview

Quick Text offers an easy way to enter documentation in client records by saving prewritten text onto a form, then copying/pasting the text onto a new document.

Details

The following example shows Quick Text being used for a Contact Note, but it can be used anywhere throughout the TIER WFS.

Instead of typing all the text in the Note field, click the Quick Text button. This button opens the Quick Text list, which is a listview of prewritten text that has been created and is ready for use. In the Quick Text listview, double-click the document to open it, then copy and paste the text from the Quick Text document into the Note field of the Contact Note document.

If you don’t find the pre-typed text that you are looking for, click the Add New button and create another Quick Text document so that it will be in the list for use at another time.

tier-quick-text.png

To set up a form with a Quick Text button, use the baOpenFrom property to open the Quick Text list document, then click the Add New button to open and add data from the Quick Text document.

Note: The Quick Text list is sorted by department to make it easy for users to find documentation appropriate to their needs.