How to add Help Texts

How to add Help Texts

Learning Objectives

At the end of this lesson you will know …. 

  1. Why you would use help texts

  2. How to add help texts into Setup

Adding Help Text

If a field has help text, you will see an ‘i’ next to the field, and when you hover over it with your mouse, a help text window appears.  This is a standard Salesforce feature but you, as Thynk Admin, can add help texts in Thynk.

Help texts are a great tool to remind your users what information is needed according to your SOPs, or if not SOPs, they can be just useful reminders.  

To add help text, follow these steps: 

  1. If it’s the account page you need to add help text to, just open any account, and go to Setup > Edit Object if you see it. This takes you to the account fields.  Go to Field & Relationships, find the field and ‘edit’ the help text field.

  1. If you don’t see the ‘Edit Object’,  go straight to Setup > Object Manager > Accounts > Fields & Relationships. Find the field you wish to edit. In this example, let’s type ‘status’ in the search bar and click into it. 

  1. Click on ‘Edit’, which opens up a new window.

  1. Here edit or enter your new help text (if there was nothing in there before)  into the help text field. And ‘Save’.  If there was previously no help text on a field, after you add a new one here it will appear with the ‘i’ on the account screen.

Best Practices for Help Texts

  • While there is no requirement to add help texts, they are very useful for users if you are starting with a new system, or if you want to remind them of their SOPs for data entry. 

  • Only the Admin can update help texts. 

    • Related Articles

    • Basic Standard Features

      Learning Objectives You will learn how to…. Interpret the basic standard features in Thynk Standard Features First things first, when working in Thynk, there are some very easy features you should know. These features apply the same way in different ...
    • How to Add a Function/Event to a Booking

      Learning Objectives At the end of this lesson you will know… How to add a new event/function to a booking you have just created What to do next after creating the function. Spoiler alert: products! Creating an Event/Function in a Booking Creating a ...
    • How to add a Booking Package

      Learning Objectives In this article you will learn ... Whats the difference between Packages and Booking Packages How using packages can help you How you can add a Booking Package How to use custom pricing How and where to discount a package if ...
    • How to edit and add more details to an Inquiry

      Learning Objectives This article will teach you... What can you find on an Inquiry How to edit an Inquiry The function / meaning of certain fields Your New Inquiry is saved, what’s next? Once you have saved your New Inquiry you will be redirected to ...
    • Long Text Field Templates for Fields in Thynk

      In Thynk, there are fields for users to enter in Descriptions or Comments. These normally appear blank when you create an account, booking, etc, but if you have a set SOP, or simply wish to create a way to capture consistent information, you can ...