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Using and Converting Formatted Notes

This article will show you how to use the formatted text tabs/notes in Clik Service.

After updating your Clik Service to 341, the way text boxes work will be different. This was changed so you can use and print formatted text in the new print template editor.

All existing modules/sheets with formattable text boxes will have a ‘Convert’ button.

convert text button

This converts the old text into the new formatted text, which can be printed on new templates from the print template editor. However, if the ‘Convert’ button is not used then it can still be printed just in Plaintext format (No bold, italic, underline etc.).

converting notes

New formatted text boxes will also print out as Plaintext in old templates and as formatted text in new templates. All new modules/sheets will use the new formatted text box as default.

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Clik Service

New Print Template Editor

Print Template Editor Overview [Video]
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Clik Service

New Print Template Editor

Quote Print Templates With Formatted Notes [Video]

New Print Template Editor

  • Print Template Editor Overview [Video]
  • Using Standard Job Templates With Images
  • Adding Images to Print Templates
  • Adding Product Images to Quote Print Templates [Video]
  • Adding Company Logos to Print Templates
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