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Setup

Add comments to clients, contacts, staff, or project templates

You can add comments on the
General
 tab of the
Clients
,
Contacts
,
Staff
, and
Project Templates
 setup screens. Firms licensed for Project Manager can also add comments for individual projects and tasks.
  1. Select the
    Comments
     link.
  2. Enter a comment in the text field and select
    Add
    . You can add multiple comments.
  3. Close the panel when you're done.
note
Notes
  • A badge next to the Comments link shows the number of comments that have been entered.
  • Update or delete a saved comment by selecting
    Edit
     on an existing comment.
  • When adding new staff, clients, contacts, projects, or tasks, the
    Comments
     link becomes available only after you save and re-open the entry.
  • The
    Comments
     link is available on the
    Projects
     screen only when you are viewing it in Advanced mode. Select the
    Switch to Advanced Mode
     link to change the view.
  • If your firm has licensed Project Manager, select
    Projects
     in the menu bar to access projects or tasks directly.

This article applies to:

  • PRODUCT: Onvio
  • Subject: Setup
  • Audiences: Staff