Text Editor

The Text Editor is used in many places in Collect! for entering or viewing textual information, for example, Debtor Notes, Contact Attachments, User Logs. The Text Editor is also used for entering report codes and commands, for example, in the Report Body and in Control Files. The Text Editor is also used for creating Email and creating or modifying Pick Lists.

Accessing Text Editor

There are several places in Collect! where you may access the Text Editor. Providing you have access to the various menus and forms, you can use one of the following ways to open the Text Editor.

1. While on the Debtor form, click into the Notes area.

2. While on the Contact form, select the small file folder icon to the right of the field labeled Attachment.

3. While on the Transaction form, select the small file folder icon to the right of the field labeled Attachment.

4. While on the Access Rights form, select the small file folder icon to the right of the field labeled Pick List File or the field labeled Control File.

5. When viewing the Report Definition form, select the Report Body area or press F5.

6. When on the Send Mail form, composing an email, click into the body of the email.

7. Print any report to screen. The results are shown in the Text Editor.

Working In The Text Editor

The Text Editor conforms to standard command sets including arrows for movements, shift arrows for selection, CTRL+Home and CTRL+End for rapid movements on a line. Full mouse support is available.

The Windows clipboard is accessible when using Cut/ Copy/ Paste in the Text Editor.

Movement

Arrows - Move in the direction of the arrow

Home - Move to start of the line

End - Move to the end of the line

Page Up - Move up a page

Page Down - Move down a page

Ctrl+Left Arrow - Word left

Ctrl+Right Arrow - Word right

Ctrl+Home - Move to top of file

Ctrl+End - End of file

Deleting

Ctrl+Y - Delete line

Delete - Delete character in front of the cursor

Backspace - Delete character to the left of the cursor

Cut Copy Paste

To cut or copy, select what you want to cut or copy.

You can drag with the mouse or use the Arrow keys while holding down the Shift key.

Select Edit from the top menu bar and then select Cut or Copy to place text into the clipboard.

Select Edit from the top menu bar and then select Paste to paste text from the clipboard.

Paste with OVERSTRIKE mode on leaves the cursor where it is. Paste in INSERT mode moves the cursor to the end of the pasted section.

Date Time Stamp

To enter a date and time stamp in the files you are working on in the Text Editor, select CTRL+D. This will automatically enter the date, time and operator ID at the location of the cursor.

Date Time Stamp In Text Editor

This feature is disabled when in Debtor Notes as they are already stamped.

Notes Access Rights

You can set the user's access rights for Client and Debtor notes to control how your users add and modify notes.

FULL - Gives the user full access to add or edit and number of note lines.

NO DELETE - Allows the user to add a new note to the Client or Debtor notes. Other lines of notes are Read Only.

READ ONLY - Just like Not Delete. Allows the user to add a new note to the Client or Debtor notes. Other lines of notes are Read Only.

NO ACCESS - Notes are Read Only and cannot be edited at all.

Text Editor Access Rights

If you need to set access rights on a per field basis for Text Editor windows, you can enable a switch in the Screen and Messages form.

Select System from the top menu bar and then select Preferences from the drop-down choices. Select OPTIONS, SOUNDS AND COLORS to open the Screen and Messages form. Switch ON "Field level editor access."

With this switch enabled, you can set access rights for any field that uses the Text Editor to display data and the Text Editor will take on the same access level that you set for the field. So if you make a field Read Only, then the file that you attach to that field will open in Read Only mode in the Text Editor.

This enables you to set access rights individually for Notes, Contact Data and Attachment, Attachment File and any other fields that use Collect!'s Text Editor to display contents.

See Also

- Keyboard Tips
- Change Debtor Notes to Read Only