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Deleting a Comment (Customer Record)

.

Service > Miscellaneous > Customers

or

Parts > Miscellaneous > Customers

or

Sales > Miscellaneous > Customers

Inside the Primary Grid:

1. Filter/Sort the primary grid to locate the customer record.

2. Select the customer by clicking on the corresponding line.

Within a Customer Record:

3. Select the [Comments] button in the Action Ribbon to open the Customer Comments window.

4. Click on the corresponding comment.

5. Select the [Delete] button.

6. Select [Yes] to the Confirm Delete prompt: “Delete this comment?”

7. Select the [OK] button.

8. Select the [Save] button in the Action Ribbon.

· Deleted comments can be revealed by marking the Show Deleted Comments checkbox.

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