Credit Hound comes with a number of letters/reports already designed. With the Designer, you can amend them to suit your organisation.
Credit Hound Express for Sage 50
In the Credit Hound application, openTools>Letters/Reports.
Select the required letter or report to be edited and clickEditThe Report/Letter designer opens.
Creating a new Letter or Report
If you need to create a new letter or report, it must be based on an existing one. You can edit any of the existing 11 letters but cannot create any new ones.
Overview of Sections in the Letter / Report designer
Use the Toolbox Toolbar(1) to create new items on the letter. To add an item, select the required item from the Toolbox then move your mouse to the area where you wish to create the item. Left click in the design area and drag your mouse down and right until you have the desired size of the item.
The Report Explorer(2) shows the different sections that make up a letter/report. When you click an area of the letter/report within the Designer, the corresponding section is automatically highlighted within the Report Explorer.
The Field List(3) contains all of the fields available to this letter/report. The fields come from a number of different tables from the Credit Hound database.
To add a field to the design area:
· Select the field that you would like.
· Drag it (left click then move the mouse) on to the designer area.
· Release the left mouse button to drop it in place. The new field appears in the designer area.
The Property Grid(4) displays the properties of the currently selected item. The properties available change depending on the type of item currently selected. To change a property, click on the default and you will see a drop down list of alternatives.
When you select a property, an explanation appears in the area below the list of properties.
Knowledge Base Article Details
|Credit Hound Express for Sage 50