Page tree

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

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.

Primary Family Comments display on each family member's individual record, but you must add or edit them on 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 for a family. To enter Primary Family Comments, see Adding or Editing Family Comments.

 To add individual comments
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers. Click Go .
  3. On the Customer tab, select the customer's record and click Edit.
  4. On the Comments tab, under Individual Comments, 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. Selecting this option places the image of a key beside the comment in Individual Comments.
  7. In the Comment Type drop-down list, select the comment type.
  8. In the Comment field, enter the comment. Click OK.
 To edit individual comments
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers. Click Go .
  3. On the Customer tab, select the customer's record and click Edit.
  4. On the Comments tab, under Individual Comments, select the comment you want to edit and click Edit.
  5. In the Comment Date drop-down list, select or edit the comment date.
  6. Select Key Comment if you want to flag the comment as a key comment. Selecting this option places the image of a key beside the comment in Individual Comments.
  7. In the Comment Type drop-down list, select the corrected comment type, if applicable.
  8. In the Comment field, edit the comment.
  9. When you have finished editing, click OK.
 To delete individual comments
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers. Click Go .
  3. On the Customer tab, select the customer's record and click Edit.
  4. On the Comments tab, under Individual Comments, select the comment you want to delete and click Delete.
  5. Click Yes.
 To print individual comments
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers. Click Go .
  3. On the Customer tab, select the customer's record and click Edit.
  4. On the Comments tab, under Individual Comments, click Print.
  5. When the Comment Report displays, click Print to print the report.
  6. Click Close to exit the report.