Using AutoText

AutoText button

The AutoText button next to Comments boxes throughout the application enables you to enter text that is predefined by your organization's eCredit Business Administrator. When you select the AutoText button, the text defined for that category appears. If more than one set of comments is defined for that category, scroll to view all the predefined comments.

The Comments boxes are found in the following features:

• Bankruptcy

• Trade Reference (for verification and accounts receivable comments)

• Credit Cards

• Customer Status

• Credit Line

• Customer notes: Customer Analysis module, Dispute Management module, Collection Activity Search Results, Invoices Search Results, and Work Queue Summary Search Results

• Financials

• Decision screen for credit requests

Related topics

• Setting Up AutoText

• Adding AutoText

• Changing AutoText

• Deleting AutoText