COMMENTS TAB

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The Comments tab is available on the Add and Edit Account pages, as well as Add and Edit Contact pages for all contact categories. The Comments tab allows you to enter pertinent information regarding the account or contact you are viewing.

To use the Comments Tab
  1. Click in the Comments box and type the information

  2. Click the Save  button on the toolbar to store the comments in the database.
    These comments will be viewable by all users who have been granted access to view or modify account or contact information.