Creating Standard User and Company Comments

Create standard user and company comments to use when appending to trackers, entering tracker closing comments, and entering fax memo comments. In situations where you frequently append the same comment to trackers, using a pre-defined comment contributes to consistency and accuracy, as well as saves time.

For example, you can create a pre-defined comment for each order status, such as "Order placed. Will call when complete."

To create a standard user or company comment:

Do one of the following to display the User Comments Maintenance screen:

On the Append Message screen, use the Edit Cmt hot key.
From the Send E-mail screen, use the Edit Usr Cmt hot key.
From a tracker's Closing Message screen, use the Edit Usr Cmt hot key.

From the Fax Memo screen, use the Edit User Comments hot key.

In the User ID field, enter the ID to whom you want to make the comments available for selection. The system populates the field with your user ID.

Do one of the following:

To create or edit company-defined comments, use the Company Cmts hot key. Your ID is then replaced with Company, and the comments you create and edit become company-defined comments.
To change the User ID field back to your ID, use the User Cmts hot key.

In the Comment ID field, press F10 and select a comment ID or New.
Enter or edit the comment.

Use the following hot keys, as needed:

Hot Key	Function
Append Cmt	Appends the displayed comment to the screen from which you accessed the comment.
Company Cmts	Populates the User ID field with the value COMPANY, so the comment you enter will be a company-wide comment.
User Cmts	Populates the User ID field with your user ID, so the comment you enter will be a user-defined comment.
Delete Cmt	Deletes the currently displayed comment.
Copy Cmt	Displays the Enter New Comment ID to Copy to prompt, where you can assign a new ID to the copied comment. To edit the copied comment, enter the new ID in the Comment ID field and edit the displayed text.

Press Esc to exit the User Comments Maintenance screen and save the comments.