Defining User or Company Comments

Use the User Comments Maintenance window to create and edit user-defined and company-defined comments that you can use in tracker append messages, tracker closing comments, and fax memo comments.

You can access the User Comments Maintenance window in any of the following ways:

To define a user or company comment:

  1. From the System > System Programming > Add-on Products > Outbound Email menu, select EmailSend to display the Send Email window.

  1. From the File menu, select Edit User Comments to display the User Comments Maintenance window.

  2. In the User ID field, do one of the following:

Note: To change the information in the User ID field back to your ID, from the Options menu, select User Comments.

  1. In the Comment ID field, press the Select button and do one of the following:

  1. In the message area, enter new information or edit existing information that displays in the space below the header information in tracker append messages, tracker closing comments, and fax memo comments.

  2. Use the following options as necessary to process the comment:

Menu Option

Function

File > Append

Adds the displayed comment to one of the following window, depending upon where it was accessed from:

  • Append Message

  • Closing Message

  • Fax Memo

File > Delete

Deletes the displayed comment, and prompts you to confirm the deletion.

File > Copy

Copies the displayed comment to another new or existing comment ID.

  1. Save your changes and exit the window.

See Also:

Outbound Email Overview