Defining User or Company Comments

Use the User Comments Maintenance screen 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 screen in any of the following ways:

To define a user or company comment:

  1. From the System > Custom > Add-on Products > Outbound Email menu, select Email Send to display the Send E-mail screen.

  2. Use the Edit Usr Comments hot key to display the User Comments Maintenance screen.

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

Note: To change the information in the User ID field back to your ID, use the User Cmts hot key.

  1. In the Comment ID field, press F10 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 hot keys as necessary to process the comment:

Hot Key

Function

Append Cmt

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

  • Append Message screen.

  • Closing Message screen.

  • Fax Memo screen.

Delete Cmt

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

Copy Cmt

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

  1. Press Esc to save this information and exit the screen.

See Also:

Outbound E-mail Overview