Adding Texts to Items
This chapter describes how to add different text types to items, catalog items and service items.
This chapter is divided into the following sections:
- Adding Marketing Texts to Items
- Adding Marketing Texts to Catalog Items
- Adding Texts to Service Items
Adding Marketing Texts to Items
This section describes how to add a marketing text to a service item. To do so, please proceed as follows:
- Use the quick search (ALT+Q) to find the Items page.
- Select the item to which you want to add a marketing text.
- The item card is displayed.
- Navigate to the Marketing Text FastTab in the FactBox area (ALT+F2) and click on Edit.
- In the text editor, enter the desired text and format it as needed.
- To save the text, click OK.
You have successfully added a marketing text to an item. The entered text is displayed in the Marketing Text FastTab. To edit it, proceed in the same way as described in this section.
Add Marketing Texts to Catalog Items
This section describes how to add a marketing text to a catalog item. To do so, please proceed as follows:
- Use the quick search (ALT+Q) to find the Catalog Items page.
- Select the catalog item to which you want to add a marketing text.
- The catalog item card is displayed.
- Navigate to the Marketing Text FastTab in the FactBox area (ALT+F2) and click on Edit.
- In the text editor, enter the desired text and format it as needed.
- To save the text, click OK.
You have successfully added a marketing text to a catalog item. The entered text is displayed in the Marketing Text FastTab. To edit it, proceed in the same way as described in this section.
Adding Texts to Service Items
The following sections describe how to add different text types to service items.
Adding Marketing Texts to Service Items
This section describes how to add a marketing text to a service item. To do so, please proceed as follows:
- Use the quick search (ALT+Q) to find the Service Items page.
- Select the service item to which you want to add a marketing text.
- The service item card is displayed.
- Navigate to the Marketing Text FastTab in the FactBox area (ALT+F2) and click on Edit.
- In the text editor, enter the desired text and format it as needed.
- To save the text, click OK.
You have successfully added a marketing text to a service item. The entered text is displayed in the Marketing Text FastTab. To edit it, proceed in the same way as described in this section.
Adding Service Texts to Service Items
This section describes how to add a service text to a service item. To do so, please proceed as follows:
- Use the quick search (ALT+Q) to find the Service Items page.
- Select the service item to which you want to add a service text.
- The service item card is displayed.
- Navigate to the Service Text FastTab in the FactBox area (ALT+F2) and click on Edit.
- In the text editor, enter the desired text and format it as needed.
- To save the text, click OK.
You have successfully added a service text to a service item. The entered text is displayed in the Service Text FastTab. To edit it, proceed in the same way as described in this section.
Adding Standard Equipment Texts to Service Items
This section describes how to add a a standard equipment text to a service item. To do so, please proceed as follows:
- Use the quick search (ALT+Q) to find the Service Items page.
- Select the service item to which you want to add a standard equipment text.
- The service item card is displayed.
- Navigate to the Standard Equipment Text FastTab in the FactBox area (ALT+F2) and click on Edit.
- In the text editor, enter the desired text and format it as needed.
- To save the text, click OK.
You have successfully added a standard equipment text to a service item. The entered text is displayed in the Standard Equipment Text FastTab. To edit it, proceed in the same way as described in this section.
Adding Notes to Service Items
This section describes how to add a a note to a service item. To do so, please proceed as follows:
- Use the quick search (ALT+Q) to find the Service Items page.
- Select the service item to which you want to add a note.
- The service item card is displayed.
- In the FactBox area (ALT+F2), click on Attachments.
- Click on the plus icon
next to the Notes FastTab.
- The Add a note window opens.
- Enter the desired text. Please consider that the maximum length for notes is 1024 characters.
- Click OK to confirm your input.
You have successfully added a note to a service item. It is now displayed under Notes with the time stamp of creation and the user ID of the creator. You can create multiple notes in this way.
Editing Service Item Notes
This section describes how to edit service item notes. To do so, please proceed as follows:
- Use the quick search (ALT+Q) to find the Service Items page.
- Select the service item for which you want to edit notes.
- The service item card is displayed.
- In the FactBox area (ALT+F2), click on Attachments.
- Navigate to the Notes FastTab.
- Click on the Selection Field of the desired note, then click on Edit.
Tip
Click on Delete, if you want to remove the note completely.
- The Notes window opens.
- Enter the desired changes. Please consider that the maximum length for notes is 1024 characters.
- Click OK to confirm the changes.
You have successfully edited a note. Only the changes made to the text will be saved. Information such as the user ID that created the note or the timestamp will not be updated.