Comments

Overview

Comments can be saved so that if a user wants to use the comment in a transaction they can select it from a list of saved comments rather than typing out.  To access comments click the gear icon at the top right, then click "Lists" in the left menu and then click "Comments" in the left menu. To sort list of comments click on the column header name for the criteria you want to sort by.  To filter the list of comments click on the "Filters" button, select filters and click "Save" and to remove filters click the "Reset" button.

Adding comments

To add comments complete the following steps:

1. Click on the gear icon at the top right
2. Click on "Lists" in the left menu
3. Click on "Comments" in the left menu
4. Click on the "+ New Comment" button above the list of comments
5. Enter comment Name
6. Enter Comment
7. Click the "Save" or the "Save + New" button at the bottom of the form   

Editing comments

To edit comments complete the following steps:

1. Click on the gear icon at the top right
2. Click on "Lists" in the left menu
3. Click on "Comments" in the left menu
4. Click on the comment that you want to edit
5. Click on the "Edit" button
6. Make changes and then click on the "Save" or "Save + New" button at the bottom of the form

Deleting comments

Users can delete comments one at a time or in bulk.

To delete comments one at a time complete the following steps:

1. Click on the gear icon at the top right
2. Click on "Lists" in the left menu
3. Click on "Comments" in the left menu
4. Click on the comment that you want to delete
5. Click on the "More" button
6. Click on "Delete" in the dropdown

To delete comments in bulk complete the following steps:

1. Click on the gear icon at the top right
2. Click on "Lists" in the left menu
3. Click on "Comments" in the left menu
4. Click on the checkbox to the left of "Name" for each comment that you want to delete
5. Click on the "More" button
6. Click on "Delete" in the dropdown

Note that comments tied to transaction default settings cannot be deleted.

Making comments active or inactive

Users can make comments active or inactive one at a time or in bulk.

To make comments active or inactive one at a time complete the following steps:

1. Click on the gear icon at the top right
2. Click on "Lists" in the left menu
3. Click on "Comments" in the left menu
4. Click on the comment that you want to make active or inactive
5. Click on the "More" button
6. Click on "Active" or "Inactive" in the dropdown

To make comments active or inactive in bulk complete the following steps:

1. Click on the gear icon at the top right
2. Click on "Lists" in the left menu
3. Click on "Comments" in the left menu
4. Click on the checkbox to the left of "Name" for each comment that you want to make active or inactive
5. Click on the "More" button
6. Click on "Active" or "Inactive" in the dropdown