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You can use family comments to track important information about a customer or a customer's family. Accounts Receivable lets you track both Individual and Primary Family comments. In addition, comments have security features so that you can restrict sensitive comments.

Primary Family Comments display on each family member's individual record but you can only add them from the family's record. You can use Primary Family Comments to track information such as the date a family moves to your city or if you only accept cash payments from a family.

Note

Individual Comments are specific to the customer record and do not display on the family's record. For example, you can use Individual Comments to track information such as a student's allergies or fears. To learn more about entering Individual Comments, see Entering Customer Comments in Accounts Receivable.

 To add family comments
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers. Click Go .
  3. On the Family tab, select the family's record and click Edit.
  4. On the Comments tab, click Add.
  5. In the Comment Date drop-down list, select or enter the comment date.
  6. Select Key Comment if you want to flag the comment as a key comment.
  7. In the Comment Type drop-down list, select the comment type.
  8. In the Comment field, enter the comment and click OK.
 To edit a family's comments
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers. Click Go .
  3. On the Family tab, select the family's record and click Edit.
  4. On the Comments tab, select the comment you want to edit and click Edit.
  5. In the Comment Date drop-down list, edit or enter the comment date.
  6. Select Key Comment if you want to flag the comment as a key comment.
  7. In the Comment Type drop-down list, select the comment type.
  8. In the Comment field, enter or edit the comment. Click OK.
 To delete comments from a family's record
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers. Click Go .
  3. On the Family tab, select the family's record and click Edit.
  4. On the Comments tab, select the comment you want to delete and click Delete.
  5. Click Yes.
 To print a record of family comments
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers. Click Go .
  3. On the Family tab, select the family's record and click Edit.
  4. On the Comments tab, click Print.
  5. A Comment Report for the family displays. Click Print to print the report. Click Close to exit the report.
Additional Field Information


Key Comment
Select to flag the comment as a key comment. Selecting this option places the image of a key beside the comment in Primary Family Comments on the customer's record.