Editing large text fields

If a Memo text field in an object record window or an action form contains a large amount of text, you can conveniently view and edit this text in a separate window.

To edit a large text field in a separate window:

  1. In an object record window or an action form, click the Open in new window icon in the upper-right corner of a text field you want to edit. The pop-up window opens.

  2. In the pop-up window, type in or edit the text. You can use the Cut, Copy, Paste, and Select All buttons on the Module menu when editing the text.

  3. To insert the timestamp with your name, select Insert > Timestamp from the Module menu. This inserts the [Date] [Time] - [Your Name] timestamp. For example: 4/281999 2:28:27 PM - Damien Spears.

    where:

    • [Date] [Time] - the actual date and time, in your local format,
    • [Your Name] - the Full Name value of your Person record.

  4. To insert a snippet, select Insert > Snippet from the Module menu. The Snippets window opens. For more information, see Inserting snippets.

  5. Click OK to save your changes.