Comments contain Temporary, Standing, or Special instructions for a Customer. Comments also offer you access to view expired Comments about a Customer.
- Temporary – Only active for a specified amount of time.
- Standing – Active until deleted.
- Special – Particular instructions or scenarios that apply to the Customer record and are active until deleted.
- Show On Open – Indicates when to show the Comment.
- Auto-Client: Operator Must See – Select whether the Auto-Client should ignore the Comment or require the operator to see it.
Note: You can add, edit, and delete Comments by clicking the related icon.