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Comments

Comments

Owned by Matthew Garrett
Last updated: Feb 24, 2019


     

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TFS User Guide - Table of Contents

Documentation Disclaimer



         

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).

 Opening 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 ().

The Comments screen can be sorted in a number of ways. To change this choose the view you require from the Select View drop-down

  • All Applications: all comments relating to the selected clients applications will be shown.
  • Client and All Applications: all comments relating to the selected client and all comments relating to the selected clients applications will be shown.
  • Client and Current Application Only: all comments relating to the selected client and all comments relating to the selected application will be shown.
  • Current Application Only: all comments relating to the selected application will be shown.
  • Client Only: all comments relating to the selected client will be shown.


 How to Add a New Comment - Click here to expand...
  1. From the View drop-down list, select the required view.
  2. Press the New button. The Comment dialog will be displayed.



  3. Enter the comment details.
  4. Click the OK button.

The more that you use the comments the easier it will be for other staff to follow what has been happening with the client should the need arise. If you receive an email related to the client you can create a Comment and copy and past it in.

IMPORTANT CONCEPTS

  • Generic Client Comment?: Toggles whether the comment is linked to the client (Yes) or the current application (No).
  • Include in Reporting?: Toggle to display comments in reports.
  • Make an Alert?: Toggle if the comment will also be made into an alert.
  • Mark for Follow Up?: Toggle if the comment will also be a item to be followed up.