Comments

Comments can be added to the following entities in CORESense.

Orders
Customers
Returns
Purchase Orders
Transfers

Public or Private

Comments can be made Public or Private. If Private then the comment is only visible ot the user who posted, if public it is visible to all users.

Types

Comments are organized by Types. Standard types include Other, Support, Financial, Shipping, Call Log, Order History and Sales Rep Notes. Custom Types can be added upon request to Customer Support.

Codes

Comments can be tagged by client specific Codes. Codes can be added, deleted or edited in Setup>System Settings>Technical Configurations>Comment Codes

Comment Window

In the back-office comments are displayed in the Comments window.

Uses can click the to edit a public comment or a private comment of their creation.

Review Comments

If a comment exceeds 200 characters, a magnifying glass will appear at the end of the comment. Clicking the magnifying glass opens a pop-up that displays the full message.

Edit Comments

Users have the ability to edit comments, and view past revisions of comments based on the following system setting: Company Information > Edit All Comments. Additionally, the permission: Comments - Edit All needs to be assigned to a user in order to edit comments.

Step	Action
1	If the system setting is set to "ON," a hammer/wrench displays next to each comment so that it can be edited.
2	The existing comment opens up and the user can enter additional text. Click theSave Comments link to store the new entry.
3	Once saved, a magnifying glass icon displays so that the revision history can be accessed.
4	View of revision history.

Adding Comments

From Managers

From Order Manager

From POS

Comments can be added to POS orders and returns and then be viewable from the back-office and/or printed on Receipts.

Printing Comments on Return Receipts

To enable printing of public comments on receipts add the following terminal or global settings in the POS Replication Manager.

salesReceipt.publicCommentName

returnReceipt.publicCommentName

From SOI

Comments added in the SOI be setup to be viewed on receipts or privately or in the Back Office only.

Email Templates

To add comments to order and return receipts for the SOI email templates, the following tags need to be added to your order and return confirmation email/document templates.

SOI Invoice

To add comments to order and return receipts for the SOI Invoice, click on the Post Comment link and select the appropriate public or private display option.