Auto Complete

Overview

The Auto Complete feature allows you to create shorthand codes (like abbreviations) and their corresponding longhand explanations. It is common for service professionals to write detailed notes for their time entries, invoices, etc. Using this feature makes the writing process fast and also ensures the content of the notes or memos follows a consistent style, especially when the company is displaying them on the invoices.

For instance, if you type “As covered in the signed proposal documents” often, you can set it up such that when you type ' SPD', it will get replaced with the entire longhand text. Or next time you want to attach a ‘Thank you for your business.’ memo to invoices, type ‘ TYFYB’ instead. Shorthand codes are case sensitive. For example, ‘ wu’ code for ‘write up services’ is not the same as ‘Wu’ or ‘WU’. In addition, shorthand codes cannot contain punctuation or spaces. If desired, you can add ‘placeholders’ in the description. Using curly {} or square [ ] brackets for easy identification, these placeholders prompt you to add or edit information as per the situation – date, client name, contact name, issue and so on. Standard text also makes it easier for managers to review memos because they follow a consistent format. Thus, when memos carry to detailed invoices, they present a consistent, professional image. Click to watch this video on using the Auto Complete feature in Core.

Note: To use the Auto Complete shortcuts in memos, enter the text and press the Tab key for it to expand.

Field Descriptions

Basic Tasks

Add Auto Complete Shortcuts

Edit Auto Complete Shortcuts

Advanced Tasks

Mark as Private or Shared

Export Auto Complete Shortcuts

Mark Screen as Favorite

Field Descriptions

Field Name Field Description
Auto Complete >
Keystroke Shorthand text or shortcut for which you want to create an Auto Complete entry. This is the text you will be using in the memos, etc.
Phrase Longhand description of the keystroke created.

 

Add Auto Complete Shortcuts

To create a new Auto Complete shortcut, watch this video or follow these steps:

    1. Open the Auto Complete screen from the side menu > Productivity Tools > Auto Complete.

    1. Click Add.

    2. Enter data in the top row of the grid:

      • Key Stroke: Shorthand text or shortcut for which you want to create an Auto Complete entry. This is the text you will be using in the memos, etc.

      • Phrase: Longhand description of the keystroke created.

    1. Click Done.

Edit Auto Complete Shortcuts

To change an Auto Complete entry:

    1. Open the Auto Complete screen from the side menu > Productivity Tools > Auto Complete.

    1. In the list view, click the row that you want to edit and make the desired changes.

    2. Click Done.

 

Mark as Private or Shared

To mark your auto complete entry as private or shared:

    1. Open the Auto Complete screen from the side menu > Productivity Tools > Auto Complete.

    1. In the list view, click the entry on the grid that you want to mark.

    2. Select the Private option if you do not want to share it; else, un-select the option to share it with other users in the company.

    3. Click Done.

Export Auto Complete Shortcuts

Core exports data from all available columns and not just the columns visible in the grid.

To export your Auto Complete list to Microsoft Excel sheet, watch this video or follow these steps:

    1. Open the Auto Complete screen from the side menu > Productivity Tools > Auto Complete.

    1. In the list view, click More > Export as CSV.

    2. A .csv export file is created and saved on your system at the default download location, say your desktop. Click to open the spreadsheet.

Mark Screen as Favorite

You can mark or flag the most-often used and important screens in Core as your favorites up to a maximum of ten. These favorite screens then display separately on the side menu under the Favorites list. You can manage all your favorite screens in Core from User Preferences.

To mark this screen as your favorite, watch this video or follow these steps:

    1. Open the Auto Complete screen from the side menu > Productivity Tools > Auto Complete.

    1. In the list view, click  on the top-right.

    2. You can access this screen from the side menu under Favorites.

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