Adding or Editing a Customer Comment Using the Customer Inquiry Screen

You can use the Comments tab on the Customer Inquiry screen to enter or edit customer comments. The comments are automatically saved in the customer record.

  1. Open Accounts Receivable > A/R Customers > Customer Inquiry.
  2. In the Customer No. field, enter the customer number, and then press Tab.
  3. Click the Comments tab.

To add a new comment:

  1. Click the first blank line on the table.

  2. Double-click in the Comment column, and then type the comment text in the Comment screen that appears.

  3. Click Close to return to the Comments tab.

    • To change the comment text, later, double-click in the Comment column, and then edit the comment in the Comment screen.
    • To change the comment type or the user ID, double-click in the Comment Type or User ID column, and then use the Finder to select a different entry.
    • To change the entry in a date field, double-click in the date column, and then type the new date or use the calendar icon to select the date.
    • To delete an existing comment, select the comment line on the table, and then press the Delete key on your keyboard.