Excerpt |
---|
There are two ways a comment can be made on a Charge:
Comments within DescriptionsComments can be added to the Description of the Charge. This gives the comment a high degree of visibility, but also means the comment will display on Bills. This means that a User will need to, later on, go back to the Charge and remove the comment so that it does not keep appearing on future Bills. Due to the maintenance of the Description necessary to support the comment using this method, using this method is not recommended. Remarks as CommentsUsing the Remarks tab on the item with the Charge (Service/Equipment/GLA/Service Desk Item), comments can be made about the Charge. These Remarks do not have a high level of visibility, and will not appear on the Bill. The Remark is saved for as long as it is left on the record it is saved to, and requires no further action from a User. This makes it the recommended method for putting a comment on a Charge. |
Page Comparison
General
Content
Integrations