Summary

Comments can be attached to customers to track any notes about the customer including phone conversations, complaints and requests. Comments are added to AR customer accounts in the Account Maintenance window (AR> Maintenance> Accounts> Comments tab).

Step by Step

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

• The Comment Code Maintenance window will display all the comment codes created in the application.
• Select a comment code in the data grid and the Edit Comment Code section to the right can be used to update the selected comment code.
• Click DELETE to delete a selected comment code. You cannot delete comment codes that are attached to customer accounts.
• Click the Create button to add a new comment code.

2     Create a comment code.

• Enter a Code in the 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 the Save button to save the comment code.