Up to 511 characters can be entered for each note. Blank lines can be entered to separate paragraphs of text by simply pressing the Enter key.

Formatting: Text in this field can be formatted to include bold, italic, and underline attributes. These formatting attributes can be cleared by selecting the Clear Attributes option from the shortcut menu. The case of the selected text can be reversed by selecting the Reverse Case option from the shortcut menu. Text can easily be zoomed between 100% and 500% by pressing the Ctrl key while scrolling up or down with your mouse.

Alignment: There are 3 possible alignments: 1) left justified with the client name and address; 2) left justified with the transaction description; and 3) center justified. By default, each line of the Beginning and Ending Template Notes will print left justified with the transaction description. The code "\C" can be used at the beginning of a line to center the text. Likewise, the code "\L" can be used at the beginning of a line to left justify the text with the client name and address. (Tip: If you want a line other than the first line to be centered, make sure the code is at the beginning of a line and follows a hard carriage return on the previous line.)

Note: The alignment for the “\L” code is based on the position of the client name and address when a Statement Designer layout is not in use. If you are using a Statement Designer layout, the position of the client name or address field in the layout will not affect the \L code alignment.

Dates: The date codes "\S", "\B" and "\E" can be used anywhere in any of the lines to print the respective date specified (i.e., "\S" = Statement Date, "\B" = Beginning Fee Date and "\E" = Ending Fee Date). The format "MM/DD/YYYY" is used for the date codes. You can increment or decrement the date by adding the number of days you want to increment after the date code, or adding a minus sign (-) and the number of days you want to decrement after the date code. For example, "\S30" would increment the date by 30 days and "\S-30" would decrement the date by 30 days.

Note: When using date codes "\B" or "\E", a Beginning and/or Ending Fee Date must be entered on the Transactions tab of the Generate Statements program in order for the date to print on the statement.

Text Macros: This field allows the use of text macros. Various text macro options can be accessed via the shortcut menu.

Spell Check: The button (or Alt+C) can be used to spell check all text in the Note field. Spell checking is performed as you type if the Automatic spell check as you type check box on the Spell Check Options window is selected. However, new notes are not automatically spell checked when they are saved.

Find: Right-clicking and selecting the Find menu option (or Ctrl+F) can be used to open a Find dialog allowing you to search for specified text in the field. Ctrl+G can be used to find subsequent occurrences of the previously specified text.

See also:   Shortcut Menus
  Selecting Text
  Changing the Default Font