Auto Complete

Overview

Note: Help content (except videos) has been updated to reflect the UI/UX changes in CORE.

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.

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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

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.
Private Private option is used if you do not want to share the Auto Complete entry with anyone else. It is saved for your personal use only and is not seen by anyone else in the company using CORE.

 

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 > Settings > Display & Formatting.

    auto complete add new.png

  2. Click Add.
  3. Enter data in the top row of the grid. Check Field Descriptions above for details.
    • Key Stroke: Shorthand text or shortcut
    • Phrase: Longhand description
  4. Click Done.

Edit Auto Complete Shortcuts

To change an Auto Complete entry:

  1. Open the Auto Complete screen from the side menu > Settings > Display & Formatting.

    auto complete edit new.png

  2. In the list view, click the row that you want to edit and make changes, as needed.
  3. 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 > Settings > Display & Formatting.

    auto complete mark new.png

  2. In the list view, click the entry on the grid that you want to mark.
  3. Select the Private option if you want to keep it for your own personal use. Check Field Descriptions above for details.
  4. 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 > Settings > Display & Formatting.

    auto complete export new.png

  2. In the list view, click More > Export as CSV.
  3. A .csv export file is created and saved on your system at the default download location, say your desktop. Click to open the spreadsheet.

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