Introduction

Credit Hound comes with a number of letters/reports already designed. With the Designer, you can amend them to suit your organisation.

Applies to

Credit Hound, Credit Hound Express for Sage 50

Process

In the Credit Hound application, open Tools>Letters/Reports.

Select the required letter or report to be edited and click Edit The 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, in this case select the letter or report that is closest to the one you wish to create and then use the File>Save As… menu command to save a copy of the letter or report.

Overview of Sections in the Letter / Report designer

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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

Related Product
Credit Hound, Credit Hound Express for Sage 50
Reference Number
KBA-03-02-004
Document Date
07/04/2015
Original Author
Vince Hodgson
Document Version
1.0
Last Updated 
20/08/2015
Update Author

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