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9.10 Options2 Tab |
  
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9.10 Options2 Tab |
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9.10.1 Go to the 'Options2' Tab
This is where you select other Latitude options for Addresses, Dates, Business Contacts, the Register, and Report / Output.
9.10.2 Process Postal / Zip Codes
Automatically fill post / zip codes in addresses when suburb and state are entered.
9.10.3 Address Shows Company Name First
9.10.4 Default State
This value will be used as a default state when you enter an address in the Business Contacts and Job Information screens. Enter your state / province abbreviation eg. 'NSW', 'WA', 'GA', 'BC', etc.
9.10.5 Date Format
Displays the dates in the format selected. The selected format must be the same as what is set in Windows.
For Canadian users, Windows has different formats for short date and long date. In order to work properly, set them to use the same format.
9.10.6 Show Individual Names
Displays Given Name and Surname in the Business Contacts screen for Individual Clients.
9.10.7 Location of Client Folders
A Client folder is a location in the file system where you want to store files related to a client rather than to individual jobs eg. contracts, confidentiality agreements, rate schedules etc.
9.10.8 Save Outlook Email Body
Saves the body of Outlook message (msg) files in the Register Body field when emails are dragged from Windows Explorer and dropped into the Register
Use Complex Client and Job Site Street Address
Enables the Read-Only option, and locks the Office Address field in the Business Contact screen and the Street Number and the Street Name in the Site Tab of the Job screen. You can edit the Office Address field by clicking the ellipsis (‘…’) button beside the label. You can edit the fields in the Site tab by double-clicking on the yellow field.
Use Client and Job Site City/Suburb/Town Lookup Table
Sets City/Suburb/Locality fields in the Business Contact and Job/Project screens into a lookup table to enter default selections instead of entering freeform entries.
Auto-Fill Zip or Post Codes Based on City and State or Province
Disables automatic filling of zip or postal codes in Client and Job addresses.
Show Register Items Without Dates on the Top
Shows Register Item entries without dates on top of the Register Items list.
9.10.9 Save PDF only (don't keep DOC)
Produce PDF without a Word document file (*.doc) when you generate packet/job sheet, quote, invoice and register from Word template
9.10.10 Default Folder Location
The default folder location to be used when a project or client folder is not set. Check the "Warn if no job/client folder set" if you want to see a prompt when the project or client folder is not set before any Wordlink output uses this alternate location to output its Word and/or PDF file.