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RELEASE NOTES
NEWS BULLETINS
TFS MANUALS
FREQUENTLY ASKED QUESTIONS
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).
- 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.
- From the View drop-down list, select the required view.
- Press the New button. The Comment dialog will be displayed.
- Enter the comment details.
- 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
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