Add, edit or delete a comment on a note

In , comments can be added to notesNotes can be stored directly against clients, jobs and job tasks, leads, quotes or estimates, or suppliers, so you no longer have to hunt around for sticky notes or scrap pieces of paper. Everyone who can see the client, job, job task, lead, quote or estimate, or supplier will be able to see the notes against it, streamlining collaboration within your team. for clients, jobs, job tasks, leads, quotes or estimates, or suppliers to raise (or answer) questions, or simply to allow staff members to record their ideas or discussions.

Before you begin

There must be at least one note against the client, job, job task, lead quote or estimate, or supplier before you can add any comments. For further details, see the article about notes.

Adding, editing or deleting a comment on a note

To add, edit or delete a comment on a note:

1. Go to the client, job, job task, lead, quote or estimate, or supplier record you wish to work with.
2. Select the Notes tab. Each note has a Comments link showing the current number of comments.
3. Drill down on the Comments link relating to the note you wish to add a comment to.
4. In the Note Details dialog do any of the following:
   • Add a comment.
     1. In the Add a comment box, type the comment.
     2. Click Add Comment. You can add multiple comments, if you wish.
   • Edit a comment.
     1. Click the edit comment icon and edit the comment text, as required.
     2. Save your changes . You can edit multiple comments if you wish.
   • Delete a comment.
     1. Click the delete comment icon . You can delete multiple comments if you wish.

        Comments are deleted without confirmation and cannot be recovered, so take care!

5. When you are finished, click Back to close the dialog.