Create and Use Stored Comments for Customer Order
Purpose:
To allow sales staff to put common comments on the order quickly. Depending on
the need for the customer.
How To:
Find a Customer Order and then in the top middle
section you will see this;
If you click on the three dots to the left of 'Comment(s)' this screen will
appear.
You can double click on the comment you want to add or highlight the one you
want and click on 'OK'
Where you notice the <SALESID> in the comment it will be replaced with the
salesperson name. for example we will click on 'OK' at this time with 'Please
Call <SALESID> for any Questions'
and now it says 'Please Call Bryan for any Questions'
To setup or maintain your own comments go to the menu
along the top to Setup; Sales; Order Comments.
To Add a new comment Click on the bottom of the screen on 'A Comment'
To Delete a comment select the record by the record
selector then press the 'Delete' key on your keyboard
Click on 'Done' when you are done.