The HTML Editor

The HTML Editor appears in many situations when you are creating or editing records.

Type content in the editor, and use the controls to format content and add links or images. Some common actions are described below.

Note: Different HTML Editor controls may have different sets of toolbars. For example, when using the E-mail feature, the control for the Optional Message has a limited set of toolbar buttons. Administrators may opt to use the same control for specific HTML Editor controls on Add/Edit Screens.

In the Insert/edit image dialog box, click the Browse button next to the Source box to open the Image dialog box.

If a lot of images appear, you can use the Filter control to search for images by file name. If you don't see the image that you want, open the Upload menu, select Local machine, locate and select the desired images, then click Open.

The images will appear in the Image dialog box. Click the image you want to use. The URL to that image will appear in the Source box of the Insert/edit image dialog box. Use the Dimensions controls to specify the size of the image, then click OK to add the image to the HTML Editor.