Create New Standard Phase Texts

To use the Standard phase texts submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To create a new standard phase text:

1. On the main toolbar, click Settings .
2. In the left pane of the Settings screen, click Company Settings > Standard Phase Texts.
3. On the grid toolbar, click Create a New Phase Text .
4. You can edit the Phase Name and Phase Description fields by double-clicking on the corresponding field.