QuickLists

Creating and using QuickLists
Click this video to see it in action!

QuickLists, commonly referred to as "canned comments", help you eliminate unnecessary typing in each report. TOTAL also includes a pre‑built set of QuickLists based on the ANSI standard X12 lists. Of course, if you prefer to customize your "canned comments" or have a custom set of QuickLists you want to import, you can use those as well.

There are two different types of QuickList entries you can create in TOTAL: single-field entries and multi-field entries. Single-field entries provide a simple tool for storing your common line-item responses. Multi-field entries, on the other hand, provide you with a way to save entire sections of a form as a single QuickList entry. Generally, you can achieve the best results through a blend of single-field QuickLists and multi-field QuickLists.

Click here to view a list of QuickList hotkeys.