Manage comments

Summary

How to add comments in Client Management.

Description

You can add comments to client records, and notify your colleagues in Client Management.

Resolution

  1. Select your client, prospect or contact. 

    The client list displays individuals and organisations (optionally) grouped into client folders

     

  2. Click Add comment.


    Add a comment button

  3. Enter your comment.

     


     TIP: To notify other users in your practice, type an @ before their name in the comment. 

     

  4. Click Save.

Solution Properties

Solution ID
240228194233020
Last Modified Date
Tue Nov 05 16:38:08 UTC 2024
Views
0