Managing Customer Favorite Trim Drawings
This FAQ will go over how to find, edit, and use trim drawings that were saved for a customer. More information on saved trim drawings can be found here: Company Standard Trims. More information on the trim draw tool can be found here: Trim Draw.
Previous drawings are accessible within Paradigm in two places:
- Through the Customer Details page
- Within a Quote or an Order
Accessing Drawings from the Customer Page
Customer drawings are accessible from the customer page. Any drawing linked to an order for that customer will appear in the selection window that opens when the user clicks on the button “Edit Favorite Trims” in the ribbon of the customer page.
This opens the Trim Draw page. In this situation, the drawings that will load are any that have been associated with a transaction for the selected customer. When the Paradigm Trim Design opens, it shows the selection window that enables choosing a drawing, “Please choose a drawing.”
Favorite Drawings
By default the selection window opens with the “Favorite Drawings” tab selected. Favorite Drawings shows drawings that have been marked as favorites. From this tab, a drawing can be edited, or removed from Favorites.
Recent Drawings
The tab to the left, Recent Drawings, shows the history of all drawings created for the customer. This is useful for browsing past designs that have been drawn for the customer. Any drawing in the list can be added to Favorites by clicking the “Favorite” button beside it. To edit a drawing that is in the list of Recent Drawings, the drawing must be added to Favorites, and then the “Edit” button can be used from the Favorites tab.
Standard Trims
The tab to the right, Standard Trims, displays the company’s standard trim drawings stored in the database. Managing standard trims is not able to be done if the Trim Draw page was opened from the Customer page. Any drawing from this list can be used as a starting point for working on a custom drawing that can then be saved to the customer’s Favorite Drawings list.
Adding or Editing Favorites
Follow these steps to edit a recent drawing.
- Open the Recent Drawings tab and locate the drawing.
- Click “Favorite” to add the drawing to the customer’s Favorites list.
- Open the Favorite Drawings tab.
- Click “Edit” beside the drawing to be modified. This closes the selection window and loads the drawing into the Trim Draw window.
- Apply the necessary edits in the Trim Draw tool.
- When finished, click “Save” in the title bar.
- Choosing “Save New” will create a new favorite drawing without affecting the original.
- Choosing “Overwrite” will replace the favorite drawing with the edited version.
Accessing Drawings From Quotes and Orders
To add a saved trim to a quote or order, add the special trim code with the corresponding material and click the trim draw button.
Then click “Saved Drawings” and to “Recent Drawings” or “Favorite Drawings” to find the customer special trim drawing. Click “USE” beside the trim drawing.
Favorited drawings can also be added by clicking the “Attachment” button and then selecting a trim drawing.
