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Save comments on your clients account to keep a history of any specific changes or notes.

These are really helpful if for example a client is unable to make payment currently and one of your agents arrange a payment agreement with the client, when any other user checks the profile they will then be able to see this.

Comments cannot be removed for now as it is seen as audit log and therefore all actions need to be recorded.

Comments can be saved with iconic references below:

comments.txt · Last modified: 2014/11/07 18:46 by Jaco van Wyk