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 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 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 on the Save icon or press ENTER to save the comment code.