Template Editor

		The Template Editor allows you to change button properties, move them around, and set what they do.
		Adding and Removing buttons
		Right click on any existing button
		To add a button before, choose Insert Before
		To add a button after, choose Insert After
		To delete the button that you clicked, choose Delete
		Moving buttons around
		Right click on the button you want to move
		To move it left, choose Move Left
		To move it right, choose Move Right
		Tip Use the mouse to drag buttons around
		You can move a button onto a different side When the mouse pointer changes to  this means the button will be inserted between two buttons. When the mouse pointer changes to  this means the button will be swapped with whichever button you are on top of.
		To swap entire sides around, right-click on a side and choose Make this the Top (or whatever). The swap will be made with the side that you choose.
		Properties
		Button caption This is the text that will appear on the button. If your button is used to display a drop-list of choices, then the caption should be used to describe the choices.
		Tip To renumber your buttons after moving them around, right-click a button and choose Renumber
		Float-over help This is the text that will appear when you move the mouse over the button. If you leave it blank and you have set the button to produce an annotation, the annotation will be shown as the float-over help (and gender-sensitive if appropriate).
		Button colour scheme Click the word Sample to change the background and text colours of the button.
		Carriage return before annotation If this is ticked you will get a new line before the start of the annotation text. If this is unticked then the annotation will appear at the cursor position.
		Carriage return after annotation If this ticked you will get a new line after the end of your annotation text. If this is unticked the cursor will stay on the same line as the annotation text.
		Tip Keep this option unticked for phrases such as The caller asked for a brochure on, where you will be typing a product name after the end of the phrase.
		Annotation
		This is a phrase or block of text that will be pasted into your conversation notes when you click the button. You can have Male and Female versions of the phrase and the relevant one will be used based on the Contact's title. You can use different fonts, styles and colours in your text. If you use the template somewhere where formatted text isn't supported (such as the cells of a table) then formatting will be ignored.
		To copy the Male version of your annotation into the Female box, click   Copy male text into female box
		To copy the Female version of your annotation into the Male box, click   Copy female text into male box
		Tip You can have a fairly large amount of formatted text under each button if you wish. For example, you could have an entire standard letter under each button, or paragraphs to build a standard contract.
		Note If you have only filled in the male box and you use the template for a female contact, or vice-versa, the available text will be used even if the gender might be inappropriate.
		Drop-list
		You can set a button to display a drop-list of choices: For example, if you set the button caption to be Products, you could display a drop-list of all your products to be used after phrases such as Caller requested a brochure on:. You can also have proper sentences in a drop list: For example, if you set the button caption to be No response, you could display a drop-list of phrases such as Not at his desk and Away on holiday and I left a voicemail message. The Male drop-list is what will appear if the context is a male contact, or unknown. The Female drop-list will appear for a female contact.
		To add a drop-list item Enter the caption in the box and click the Add button
		To delete a drop-list item Choose the item to be deleted and click the Delete button
		Drop-list items will appear in the same order as they are here.
		To move an item up the list click the Up button
		To move an item down the list click the Down button