Summary

Comments can be attached to customers to track any notes about the customer including phone conversations, complaints and requests. Comments are added to CM Issue Types in the Issue Type Maintenance window (CM> Maintenance> Issue Type> Open an Issue Type> Comments tab).

Step by Step

1     Open the Comment Code Maintenance window (CM> Maintenance> Comment Codes).

• The Comment Code Maintenance window will display a list of all the comment codes created in the application.
• Click the Delete icon to delete a comment code. You cannot delete comment codes that are attached to customer accounts.
• Click on the Create icon to add a new comment code.

2     Create a comment code.

• Enter a unique code in the Comment Code field. This code can be up to 20 alphanumeric characters. This field will not be enabled and available for editing after the comment code has been saved.
• Enter a description in the Description field. The Description can be up to 60 alphanumeric characters.
• Click on the Save icon or hit the ENTER key to save the comment code.