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The Comments screen is used to track comments relevant to a client or an application.

TFS will automatically create comments when users:  

  • Enter internal notes into a quote,
  • Create a comment when doing a mail merge, or
  • Enter a comment via the Comments screen (described below).

Expand
titleOpening the Comments Screen - Click here to expand...
  • From the CRM menu, select Comments
  • From the sidebar, select CRM then Comments.
  • Press F7.
  • Click the Comments toolbar icon (Image Added).

Image Added