FastTrack360 Version 12 Online Help

Comments

Owned by Fiona Sims
Last updated: 24 August 2021
2 min read

Comments can be created to note interactions with Clients, Contacts, Candidates or to record important information relevant to the record. Comments can be applied and managed in the following records:

  • Client

  • Client Contact

  • Cost Centre

  • Job Order

  • Candidate

Activities can also be created from Comment records. Navigate to the Comments section within a record by selecting 'Comments' in the Quick Link menu at the top of the record.

To create a comment:

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.

 

To edit a comment:

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.

To create an activity from a comment:

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.




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