What is a person comment?
A person comment is a way of recording additional information that is linked to a person. You can add multiple comments which can be very useful if you need to record ongoing information about a person such as repeating orders or payments.
Person comments are for internal use only and are never visible to a person.
What is the difference between a comment and an internal note?
A person can have multiple comments but can only have one internal note. This makes comments better suited for recording repeating information over a period of time while an internal note is better suited for recording non-repeating information.
How do I add a comment to a person?
Go to Contacts > People.
Find the person you are looking for and click the View button in the Options column.
Click the Comments tab under the person name/number.
Click the Add button in the top right.
Enter a Comment.
Click the Add button.
How do I edit a comment?
Go to Contacts > People.
Find the person you are looking for and click the View button in the Options column.
Click the Comments tab under the person name/number.
Find the comment you are looking for and click the Edit button in the Options column.
Edit the Comment.
Click the Update button.
How do I delete a comment?
Go to Contacts > People.
Find the person you are looking for and click the View button in the Options column.
Click the Comments tab under the person name/number.
Find the comment you are looking for and click the Delete button in the Options column.
Click the Delete button.