Marketing Plan Pro: optimizing your text format Follow


Your printed plan text may look different from the way it appears onscreen in your plan.

Palo Alto Software Programs will give you well-formatted text automatically, with bullet points and numbered lists, your choice of fonts, and a professional-looking final document with headers extended to the left and other professional features.

However, there are ways you can work against it instead of with it, causing problems. Here are some tips:

  1. Your text settings in Internet Explorer can affect your Palo Alto Software Program's text formatting. This isn't designed that way, but interaction makes it happen on some systems. You can simplify your plan text a lot by doing the following: Open Internet Explorer, click Internet Options on the Tools menu and set your IE fonts to match what you want as default in text in your plan.
  2. If you know basic HTML, then you're in luck; we're using HTML as the text formatting language for Palo Alto Software Programs. Click on the H icon at the extreme right of your text toolbar, and you get the source code for the HTML formatting. In HTML you'll see (and be able to manipulate) the tags setting the font specifications, the tag to end paragraphs, and the tags for ordered lists and bullet points.
  3. If you don't know basic HTML, don't worry, you don't need to know it, just follow the formatting tips in the software and those mentioned here.
  4. Of course the text entry area, like most word processors, "word wraps" your text automatically. Don't even try to influence formatting with manually entered ends of lines, it won't work when it prints. Don't try to make manual tables with tabs, that won't work either; use the user-defined tables for tables, or the HTML text-tables available in topics. If text has been entered with hard returns at the end of each line, you will find that the returns show as extra spaces in the printed plan. To remedy the problem, either clean the text up within your plan, or, export the plan as an RTF file (File, Export Plan), make the changes in a word processing program, and print from the word processor.
  5. Use the Insert Table command in topics sparingly. Text-tables are complex and hard to manage. Whenever you can, insert a custom table (a true spreadsheet) instead, or opt for simple formatting.
  6. We are very proud of the automatic format in the final document, and we can guarantee you that no plan has ever failed because this format was not good enough. However, if you insist that you need colored headers, for example, you can always export a complete plan to a Microsoft Word file, or RTF file, or plain text of HTML, and take it from there.
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