Introductions on the Menu Bar will display a list of introductions, which you can use for your estimates. This lets you use different introductions for different estimates. You can set which introduction is to be used as the default on the Setup / Defaults screen.
To add a new introduction, click the Add New Introduction button.
Double-click a row to open the Introduction List screen where you can view or edit the list.
Use this screen to enter a list of introductions.
Use the Browse drop-down list to browse through your introductions. You can also search for an introduction by typing an introduction name in the Browse drop-down list. As you type the list will filter out the closest matches. Keep typing until you find the one you want. Hit the Enter key to move to that introduction.
Click the Options button and select Add New Introduction to add a new introduction. Enter a name for the introduction in the Intro Name field and then enter the Introduction text in the Introduction field.
You can also edit introduction text usin a built-in word processor by clicking the Options button and selecting Edit In Word Processor. This will let you format the text how you want including fonts, font size and font colors etc.
Click the Delete button to delete an introduction.