HTML Editor

SmartSimple Features that use the HTML Editor

An HTML Editor is used within the system in a number of different areas.

Communications

• Email Feature – Formatting of the email message body.
• Quick Message Feature – Formatting of the quick message body.
• Discussion Group – Discussion template for Internet Enabled Discussion groups.
• Calendars – Calendar template and Activity template for Internet Enabled Calendars.

Custom Fields

• Rich Text Type custom field in Edit mode.
• Web Page View custom field in Edit mode (if the Edit function is enabled for that field).

Application Specific

• Sales Tracking Application – Opportunity description and requirements fields in Edit Mode.
• Applicant Tracking Application – Job description and requirements fields in Edit Mode.
• Email Broadcast – accessed through the HTML button in the Edit Message screen.

System Configuration

• Global Settings – Login Screen Content.
• User Centric Interface – Login Screen Content, Home Page Content, splash pages for Personal Transactions page, Universal Tracking Application page.

Contents

Editor Screen Layout

HTML Editor Icons

The following Icons are used within the HTML Editor and are displayed across the top of the Editor window.

Tips when using the HTML Editor

• The Save button used to save the content is located below the Editor window.

• Always use the Paste from Word button to paste text from MS-Word into the Editor window. Using this technique will remove MS-Word tags that are not required. If you directly copy and paste from MS-Word the resultant HTML will not format or display correctly.

• Don’t enable HTML Editing on complex form types documents created as Web Page View fields. Additional formatting through the editor will damage the form layout.

Disabling the HTML Editor

User Disabling

The user can disable the edit through their personal settings – Text Editor Setting, Disable HTML Editor.

Global Disabling

By default the editor is enabled for all new users. If you wish to disable the editor for new users you can use the Global Settings, User & Contact Settings, Default User Settings and Text Editor to disable the editor.