You can register your own text for drop down options in Winner, that can be used later in all projects. The texts are used, amongst other things, as the drop down options when creating a contact, adding transport terms, payment terms, delivery terms and timelines.
Access Registered texts from Project level by selecting Menu option: Register > Registered texts
Adding a Registered text
If you want to add a registered text, do the following:
- At project level start the menu option Register > Registered texts.
- Click on the drop down option and select the text area that you would like to populate and click the New button.
- Register a code (maximum of 4 characters) to identify the text and enter the text in the box below and click OK.
Sorting
Winner will automatically sort the codes in the list so that they are displayed in alphabetical or numerical order, dependent on the text titles you have created. Therefore you should plan in advance how you want this register to be built so that it is easy for you to select the required text from the list.
TIP! To order text files that are numbered they must be numbered in the following way: 01, 02, 03 etc. If not the numbers will appear in the following order in the list: 1, 10, 2, 20 etc.
Changing a Registered Text
To change an existing registered text or code, do the following:
- Start the menu option Register > Registered texts.
- Using the drop-down option locate the area where the registered text appears, then highlight the relevant text.
- Click on the Edit button.
- Change the text or code as required.
- Click on OK to save the change or click on Cancel to cancel the change.
Deleting a Registered Text
To delete a Registered text, do the following:
- Start the menu option Register > Registered texts.
- Using the drop-down option locate the area where the registered text appears, then highlight the relevant text.
- Click on the Delete button
NOTE! Deleted text can be seen by selecting the box Show hidden texts at the bottom of the dialog box.