Comments and Documents
The Comments & Documents tab allows access to the contact commenting and Document Storage system.
The functions of the buttons (listed from left to right).
|Add||Opens a window for adding a new comment. The comment will be automatically stamped with the date, time, and your User ID number.|
|Delete||Removes the highlighted comment if you have the privilege to delete comments.|
|Modify||Opens a window for editing an existing comment if you have the privilege to modify comments.|
|Prints out all of the existing comments on the currently selected contact.|
Searches the database comments for key words. The search may include just the currently selected contact, or may search the entire table.
|Wrap||Toggles between showing or hiding of the content in the list.|
When a comment is opened for editing by double clicking the comment in the comment list or by clicking Modify , you can send that comment to the printer by right clicking the open comment screen and selecting Print from the context menu.
Priority Comments are “sticky” comments that need to be shown to all users upon viewing a contact and loan record. They have some of the features of regular comments and some of the features of Temporary Notes.
If View Priority Comments
Emails sent out that are associated with the loan are stored in an XML format. Double click an item to view the item in its formatted state.
SMS messages sent that are associated with the loan are stored in an XML format. Double click an item to view the item in its formatted state.
All comments added in Collector Mode is displayed under Collector Comments. New comments cannot be added here and must be added while in Collector Mode.
NLS 5.6 and later
All comments associated with promises to pay is displayed under PTP Comments. New comments cannot be added here and must be added in the Promise to Pay dialog in Collector Mode.
In the Comments and Documents tree, there will always be a folder called Related Comments. When this folder is opened in a contact, it will show all comments and documents on all of the loans under that contact. When it is opened on a loan, it will show all comments and documents on the parent contact to which that loan belongs.
If a comment has a document attached to it, you may double click the document icon to open that document. If the document is a PNG, JPG, or BMP file, you can print the document without opening it from one of the thumbnail views.
Set up a scanner to use to scan documents directly as an attachment.
|Scan Images||Scans an image directly as an attachment using the Scanner Setup settings.|
|Attach File||Opens a standard open file dialog for selecting a document to attach.|
|Delete||Delete the selected document.|
|View||Open the selected document in an external viewer.|
Drop down list for selecting different ways to display documents.
NLS 5.24 and later
To configure the OK button to execute a script when it is clicked, see Comment Category.