Client Comments Section

You can access the Client Comments section on the client page to view comments relating to a client record.

You can access the Add Comment dialog box to add comments to a client record. You can access the Edit Comment dialog box to edit comments for a client. You can enter comments regarding a client and indicate if you want to share the comments internally within your department or externally with another department.

Using This Section

See the Adding and Editing Comments help topic for steps on how to use this section. To add a comment and bring up the Add Comment dialog box, click , or click (the action menu button) and choose Add. Right-click a comment in the section and choose Edit to bring up the Edit Comment dialog box.

Field Details

The following table provides information regarding the fields in the Add Comment or Edit Comment dialog boxes.

Field Name	Required Field?	Description
Comment	No	Notes regarding the client record. The comments can be shared either internally within your department only or externally with other departments within your organization. Character field with a 15-character limit.
External Comment	No	Indicates if the comment will be shared with other departments within your organization. If the check box is selected, the comment will be shared with other departments. If the check box is not selected, the comment will be shared only within your department. Check box.
Created Date	Automatically recorded	Date the comment was originally created. This field is populated by the system and cannot be modified.
[Created By]	Automatically recorded	Person who originally created the comment. This field is populated by the system and cannot be modified.
Last Updated	Automatically recorded	Date the comment was last updated. This field is populated by the system and cannot be modified.
[Last Updated By]	Automatically recorded	Person who last updated the comment. This field is populated by the system and cannot be modified.