Setting Up Auto Text Categories

Procedure

To set up AutoText categories:

  1. Select Admin
    The Admin Home Page appears.

  2. Select Business Administration > Lists and Items.
    The Maintain Lists and Items screen appears.

  3. Select view/edit in the row for the AutoText Category list.
    The List Details screen appears.

  4. To add an item, click Add.
    The Item Details screen appears.

  5. Enter the name of the AutoText category in the Item Name field.

  6. Enter the Abbreviation in the Item Abbreviation.

  7. Enter the Sort Order eCredit uses to display the item in the list. You can enter any numeric value.

  8. Click Save.
    The Category is now available for entering the AutoText.