Comments

1

Navigate to the Comment section within the record.

2

Select Add.
A new Comment record is displayed.

3

In the Date field, select a different date to the current date if required.

4

In the Standard Description field, key in a description that explains the nature of the comment. Alternatively, select a standard description if appropriate.
Depending on how your system is configured, the 'Standard Description' field may be mandatory.

5

In the Comment field, key in the comment text.

6

Select Save.
The comment is displayed in the comment list.

1

Navigate to the Comment section within the record.

2

Select Edit.
The Comment record is displayed in Edit mode.

3

Make the changes required and select Save.
The changes are applied.

1

Navigate to the Comment section within the record.

2

Select Edit.
The Comment record is displayed in Edit mode.

3

Select Create Activity.
The system asks "Do you wish to save the comment and create an activity?". Select 'OK'. A new Activity record is displayed. For details on activities, see the Activities section.