Create and Manage Saved Journals

Journals are messages you can send between shops, appraisers, and insurance companies used to help keep track of jobs and estimates. Some journal entries may include the same content you used in previous journal entrees. Save time by using the Saved Journals feature to create templates for commonly used content you can re-use for journal entries in multiple jobs. First, create Saved Journals in settings. When complete, you can add the saved journal content in a journal entry.

See Journals to learn more.

How to

  1. In the navigation pane, click Settings.

  2. Click Saved Text.

  3. Click + Add Saved Text.

  4. Select Journal in the Type list.

  5. In the Title box, enter a description that allows you to easily identify this journal text.

  6. In the Journal box, enter the text you want to save and re-use in your journals.

  7. Click Done.

  1. Click Saved Text on the Shop card in Mitchell Connect Settings.
  2. Select the row of predefined text you want to edit.
  3. Make your changes to each field.
  4. Click Done when you are finished making changes.
  1. Click Saved Text on the Shop card in Mitchell Connect Settings.
  2. Select the row for the predefined text you want to delete.
  3. Click the Delete icon next to the Cancel button.
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