The Comments form stores comments and alerts for each customer.
Add: When you click the Add button the fields Comment Type, Alert, Date and comments become available to add a new comment. Click the down arrow on the Comment Type field to select one of the comment types; General, Collections or Job.
Comment Types:
General: Comments that are not related to Collections or Jobs
Collections: Comments could be; "In collections", "slow pay", "be sure to get a 70% deposit", etc.
Job: Comments could be; "PO required per AP at company", " fax all quotes to supervisor for approval", "logo is PMS 201 and PMS 356", etc.
If you want to be alerted to a comment any time this customer is accessed, put a check in the Alert check box. If a customer has an alert comment, the Comments button on the Search for a Customer will change color to alert you.
General = Green
Jobs = Blue
Collections = Red
All = Yellow (If there is a comment but not an alert)
Delete: To delete a comment, first find it, then click the Delete button.
If you need to find one comment out of several, you can limit the display by selecting the type in the Search Criteria drop down, then selecting a date.
Use the arrows on each end the bar to navigate up and down through the comments.