1. The Comments are a versatile tool, as they can be customized to which screens and documents they are displayed and which users can view and edit them. The comments themselves can be fully customized. Comments can be added at stock, contact or transaction level. This article show how to add a comment to an existing transaction.
NOTE: A Comment is always assigned to a Comment Type. The Comment Types must first be created in Settings. See related article.
2. Click on the transaction from a list or use the global search to look up a transaction number.
3. Click "Menu"
4. Click "Edit" from the slide out menu or click "review" and use the action menu.
5. Click "Add New Comment" under a stock item to attach a Comment to an item on the transaction.
6. Select the Comment Type.
TIP! This is an important step as it will determine where the Comment is seen (which screens and documents) and who is able to view it (which users). See related article on Creating and Editing Comment Types.
7. Click this field to add the Comment, or use a Preset Comment.
8. Click "Add New Comment" at the end of the page, to add a Comment attached to the transaction.
9. Again, select the Comment Type.
10. Click this field to add the Comment or use a Preset Comment.
11. Click "Save Changes" to complete.
12. Now, when viewing the transaction, the Comments will be visible.
Click "Menu" to view the PDF version.
13. Click "View Order" from the action menu.
14. The Comments can now be seen on the PDF document.
The Item Comments are displayed under the stock item.
The transaction Comments are displayed at the end of the page.
