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DT Max enables you to store up to 26 commonly used pre-defined words or phrases which can be recalled with only three keystrokes when entering data into your client's file.

Each macro can be up to 40 characters long. Any phrase which you find yourself entering repeatedly is a candidate for a text macro. Common examples of macros are the names of banks or financial institutions, charitable institutions supported by many of your clients, companies issuing dividends, etc. However, macros cannot consist of keywords, or keywords combined with numeric or alphanumeric information.

Setting up your text macros

To customize your list of text macros, press [Alt+F1] or choose Text macros in the Preferences menu. Then, change the default set of text macros to those you find most useful. A letter from A to Z is used to label each macro in order to help identify the macros when entering them in your clients' files.

There are two basic sets of macros, one for English-speaking clients and one for French-speaking clients. When entering the macro for a client whose Language is designated as English, DT Max will use the English set of macros. Similarly, the French list is used for clients whose Language is French. Note that the text of the macro will remain as entered even if you change the language of the client afterwards.

If you have both English and French clients, it will be easier to manage the macros if the same keystrokes are used for the same text in both sets.

Using text macros when entering information in a client's file

To enter information in a client's file using text macros, the active window must be the data entry screen. Then, activate the macros editor by pressing [Alt+M] and the letter matching the macro you wish to use.

For example, to enter the name "Royal Bank of Canada", which could be labelled with the letter "R" in your list, you would press [Alt+M] followed by R. DT Max would then insert the words Royal Bank of Canada into your client's file, exactly as if you had typed them in yourself, manually.

April 29, 1999