The Comment screen is configured for entering comments or notes. Here's how to add a new comment:
Click the Save button. Comment will move to the comments list under the editor.
Fields | Description |
---|---|
Subject | This is to give a brief overview of what the Comment will be about. |
Public Comment | When enabled, the system will display this comment for all users in the Portal. |
Related To | Will show what transaction type the comment is related to |
Record No | Will show the record no. of the transaction the comment is related to |
Editor | Comments can be formatted using the full editor toolbar |
Comments | List of saved comments. Sorted in descending order |