You can record comments to include in the client record. The application records your user name and the date on which you added the comment, for historical purposes. Comments can also be edited and deleted.

Steps: Add

You can access the Add Comment dialog box to add a comment to a client record.

To add a comment:

1. Perform the steps for Finding a Client.

2. From the client basic information section, click the Comments link to open the Client Comments section.

3. Click and then click Add to open the Add Comment dialog box.

   Or click to open the Add Comment dialog box.

4. Complete all the required fields and any optional fields you feel are necessary. Refer to the Field Details section for more information.

5. Click the OK button to save the information and close the Add Comment dialog box.

   The comment is now added to the system, with your user name and the current date associated with it.

Steps: Edit

You can access the Edit Comment dialog box to edit a comment for a client record.

To edit a comment:

1. Perform the steps for Finding a Client.

2. From the client basic information section, click the Comments link to open the Client Comments section.

3. Right-click the comment you want to edit and click Edit.

   The Edit Comment dialog box is displayed.

4. Modify the information as necessary.

5. Click the OK button to save the changes and close the Edit Comment dialog box.

Steps: Delete

You can access the Client Comments section to delete a comment from a client record.

To delete a comment:

1. Perform the steps for Finding a Client.

2. From the client basic information section, click the Comments link to open the Client Comments section.

3. Right-click the comment you want to delete and click Delete.

   A Confirm dialog box is displayed.

4. Click Yes to delete the comment.

   The comment is deleted from the system and the Confirm dialog box is closed.