How to create a new comment in the Comment library and make it available for use in Confirm
UPDATED: August 3, 2017
From the Confirm Explorer choose 'System Administration > System Configuration > Comment Library'.
Add the 'Comment Name' so that you can identify the standard comment.
Add the comment text that is required into the 'Comment Text' field.
Complete the display order field.
You must now make it available to the Confirm product areas by populating the 'Applicable To' field. The options below explain what values to set.
|Applicable To:||Restricts the applicability of a standard Comment.
All - Comment can be applied to any field.
Job - Comment will be available only on Job related screens.
Enquiry - Comment will be available only on Enquiry related screens.
Enquiry by Status - Comment will be available only if an Enquiry’s Status is one of those ticked.
Job by Status - Comment will be available only if a Job’s Status is one of those ticked.
Street Works - Comment will be available only on Street Works related screens.
Defect - Comment will be available only on Defect related screens.
Once you save the comment it will be available for use.
To now use the comment you must double click in the text field that you wish to apply the comment to, select the 'insert' button, then select the required comment from the Comment Library Lookup screen and click OK.
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