Template Maintenance - Revision history

Optiwiki at 15:15, 10 March 2022

2022-03-10T15:15:49Z

2022-03-02T11:41:53Z

2022-03-02T10:42:34Z

‎Template Types

2022-03-02T10:40:23Z

2022-03-02T10:37:12Z

2019-05-17T10:05:40Z

2019-05-15T15:24:58Z

‎Merge Fields

2019-05-15T15:23:58Z

‎Template Types

2019-05-15T15:22:49Z

‎Template Types

2019-05-15T15:21:43Z

@@ Line 5: / Line 5: @@
 Here you need to select the Branches, Type, Category and Method of your Template, as well as all the Merge Fields you wish to include. You can use the Default Merge Codes buttons in the toolbar to automatically select common merge codes, rather then selecting them one by one. Once you have done this, you can click on the Template Editor button to design your Template.
-<center>[[image:TemplateMaintenance2022.png|border|700px|Template Maintenance]]</center>
+<center>[[image:TemplateMaintenance2022.png|border|1020px|Template Maintenance]]</center>
 ==Template Types==

@@ Line 25: / Line 25: @@
 '''Contact Lens''' - For use within the Contact Lenses Module.
 ==Template Methods==
@@ Line 45: / Line 48: @@
 *Appointment
 *Branch
 *CL Prescription
 *Contact
 *Group
@@ Line 56: / Line 61: @@
 Per Template you can have as many Merge Fields as required, and there is no restriction on which Merge Fields can go in which Template as with older versions of Optisoft software.
 [[Templates|Back]]
 [[Optisoft.NET Help|Home]]

@@ Line 19: / Line 19: @@
 '''Cash''' - For use within the Cash Module. Templates of this Type can only be of Method 'Receipt'.
 '''Spectacles''' - For use within the Spectacles Module.
 ==Template Methods==

@@ Line 3: / Line 3: @@
 Regardless of which type of Template you are creating, you will always have to come to the Template Maintenance screen first.
-Here you need to select the Branches, Type, Category and Method of your Template, as well as all the Merge Fields you wish to include. Once you have done this, you can click on the Template Editor button to design your Template.
+Here you need to select the Branches, Type, Category and Method of your Template, as well as all the Merge Fields you wish to include. You can use the Default Merge Codes buttons in the toolbar to automatically select common merge codes, rather then selecting them one by one. Once you have done this, you can click on the Template Editor button to design your Template.
-<center>[[image:TemplateMaintenance2019.png|border|700px|Template Maintenance]]</center>
+<center>[[image:TemplateMaintenance2022.png|border|700px|Template Maintenance]]</center>
 ==Template Types==

@@ Line 1: / Line 1: @@
 __TOC__
-Apart from Cash Receipts, regardless of which type of Template you are creating, you will always have to come to the Template Maintenance screen first.
+Regardless of which type of Template you are creating, you will always have to come to the Template Maintenance screen first.
-Here you need to select the Branches, Type and Method of your Template, as well as all the Merge Fields you wish to include. Once you have done this, you can click on the Template Editor button to design your Template.
+Here you need to select the Branches, Type, Category and Method of your Template, as well as all the Merge Fields you wish to include. Once you have done this, you can click on the Template Editor button to design your Template.
 <center>[[image:TemplateMaintenance2019.png|border|700px|Template Maintenance]]</center>

@@ Line 47: / Line 47: @@
 *Prescription
 *Recall
 *Staff

← Older revision		Revision as of 15:22, 15 May 2019
Line 19:		Line 19:

	'''Cash''' - For use within the Cash Module. Templates of this Type can only be of Method 'Receipt'.		'''Cash''' - For use within the Cash Module. Templates of this Type can only be of Method 'Receipt'.
		+
		+	'''Spectacles''' - For use within the Spectacles Module. Templates of this Type can only be of Method 'Receipt'.

	==Template Methods==		==Template Methods==