Working with Comments

Within projects, you can add, edit or delete a comment created by yourself. Comments are per record and per user. Multiple comments can be captured per record. If you share/assign a project with others, you can view the comments entered by them but cannot edit/delete those comments. A comment that is public can be seen by other users who have access to the project. A comments can be marked as private if you do not want to share the comment with other shared users.

To add a comment to a record

1. Click the Project tab.
2. Click the Project Name link to open your project.
3. The Project screen will be displayed.
4. Click the comment icon to add comment to a particular record.
5. The Add New Comment dialog box will be displayed.
6. Type the comment in the comment box.
7. You can also specify the font, font size, and also format the comment.
8. Click Add Comment.

The new comment is added to the record.

Note: You can add as many comments to a single record. When you click the comment, two options would be displayed Add New Comment and Edit Existing Comments. Click Add New Comment drop-down arrow and add another comment to the record.

To edit an existing comment 

1. Click the comment icon to view the comment.
2. The Comments dialog box will be displayed.
3. Click Edit.
4. Edit the comment in the comment box.
5. Click Update Comment.

The comment is updated and is reflected in the Existing Comments list. 

To delete an existing comment 

1. Click the comment icon to view the comment.
2. The Comments dialog box will be displayed.
3. Click the comment icon to delete the comment.

The comment is deleted from the Existing Comments list. You can only delete the most recent comments added by you.

You can view the comments in Detail View as an independent tab as shown in the image below. You can also see the date of comment addition and the name of person adding the comment.