Narrative

Select to insert a Global Narrative.

Click the Insert / Replace (Ctrl+I) button to toggle between Insert and Replace.

When the button shows Insert, selecting a Global Narrative will insert the Global Narrative text in the Narrative Editor.

When the button shows Replace, selecting a Global Narrative will replace the text in the Narrative Editor with the Global Narrative text.

When the Global Narrative has a richer Content Type, the Content Type changes to match. The order, from plainest to richest, is Text, Markdown, HTML. The Content Type is never changed to a plainer type. When Allow change is clear, the Content Type is kept and the Global Narrative content is inserted as plain text.

Content Type

Sets how the information is stored and edited: Text, Markdown or HTML.

See Text Editor, Markdown Editor and HTML Editor.

The default is set by Default Information & Description Content Type on the Company Settings - General tab. When Allow change is clear the Content Type is shown but cannot be changed.

Toolbar

Expand Toolbar (Ctrl+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Spell Check (F7)

Activates Accredo spell check. Spelling is also checked as you type, right-click words for suggested corrections. Spell check options and dictionaries are set in Company Settings - Spellcheck tab.

Print (Ctrl+P)

Print the narrative record. Markdown and HTML content is printed formatted.

Save global narrative

Save as a Global Narrative.

Customer Information

You can enter unlimited lines of text. Lines can be printed on the report and may be included in word lookups.