Comments

The Comments module replaces the Notes feature found in previous  MetricWise versions. The module is a handy tool for managers, providing a centralized access point to view recently added comments.  Comments are Time and User stamped. They cannot be edited nor deleted.  The module contains a historical collection of comments orginated from the Customers, Leads and Contracts modules.  

Adding a new comment

To add a comment, click the green Plus sign button. Add the comment In the Comment Information section.  In the Other  Information section, click the arrow next to Related To. Select the appropriate source. Next, access the green plus sign adjacent Related To. Locate the customer, lead or contract  name and click to select it. Last, click the green Save button.

Searching

Several search options are available within the Comments module. The options to search by are dictated by the current filter in use. Click the arrow next to IN to select an option. Then enter your data in the Search field and click the blue Search Now button. The Comment and Related To fields in filter results are direct links to the comment and the source.