Client Comments

Post comments to clients from within their client record.

• Comments can only be updated/deleted by the original author.
• In order to post comments to client records, you must be granted access to do so.
• You can prevent users from accessing the records of clients that they are not responsible for.

Posting a new comment

1. Navigate to the 'Clients' area using the system menu.
2. Use the search to find the client that you wish to make a post a comment to.
3. Click/press the 'Manage' button.
   • You can use the one in the right hand panel or the one in the list.
4. Once the client record has loaded, go to the 'Comments' tab and click/press 'New'.
5. Enter your comment.
6. Click/press the 'Save & Close' button.

Updating an existing comment

1. Navigate to the 'Clients' area using the system menu.
2. Use the search to find the client that you wish to update.
3. Click/press the 'Manage' button.
   • You can use the one in the right hand panel or the one in the list.
4. Once the client record has loaded go to the 'Comments' tab and find the comment you wish to update.
5. Click/press the down arrow next to the 'View' button and select 'Edit'.
   • Alternatively, you can also click/press 'View' then open the editor from there.
6. Make the required changes.
7. Click/press the 'Save & Close' button.

Deleting a comment

1. Navigate to the 'Clients' area using the system menu.
2. Use the search to find the client that you wish to update.
3. Click/press the 'Manage' button.
   • You can use the one in the right hand panel or the one in the list.
4. Once the client record has loaded, go to the 'Comments' tab and find the comment you wish to delete.
5. Click/press the down arrow next to the 'View' button and select 'Delete'.
6. When prompted, click/press the 'Delete' button on the confirmation dialog.

Replying to a comment

1. Navigate to the 'Clients' area using the system menu.
2. Use the search to find the client that has the comment you wish to reply to.
3. Click/press the 'Manage' button.
   • You can use the one in the right hand panel or the one in the list.
4. Once the client record has loaded, go to the 'Comments' tab and find the relevant comment.
5. Click/press the 'Reply' button under the comment.
   • Alternatively, you can click/press the 'View' button and reply from there.
6. Enter your reply.
7. Click/press the 'Save & Close' button.

Updating an existing reply

1. Navigate to the 'Clients' area using the system menu.
2. Use the search to find the client that has the comment you wish to reply to.
3. Click/press the 'Manage' button.
   • You can use the one in the right hand panel or the one in the list.
4. Once the client record has loaded, go to the 'Comments' tab and find the relevant comment.
5. Click/press the 'View' button.
6. Find the reply that you wish to update and click the 'Edit' button.
7. Make the required changes.
8. Click/press the 'Save & Close' button.

Deleting a reply

1. Navigate to the 'Clients' area using the system menu.
2. Use the search to find the client that has the comment you wish to reply to.
3. Click/press the 'Manage' button.
   • You can use the one in the right hand panel or the one in the list.
4. Once the client record has loaded, go to the 'Comments' tab and find the relevant comment.
5. Click/press the 'View' button.
6. Find the reply that you wish to delete and click/press the 'Delete' button.
7. When prompted, click/press the 'Delete' button on the confirmation dialog.