Add a Client Comment

Use the Comments tab in the Client dialog box to add a client comment. Latitude creates comments for changes to client information and flags the comments as "Created by AUDIT." You cannot modify or delete client comments.

To add a client comment

1. In the Navigation pane, click System Codes and Settings > Accounts > Client.

Tip: To limit the clients that display in the data grid, click one or more check boxes next to a column heading. In the Filter box, type one or more characters and then press Enter. To clear a filter, clear the check boxes and then click the Refresh icon.

2. In the data grid, click the Edit icon and then, in the Client dialog box, click Comments.

3. Click the plus sign (+).

4. Type a comment and then click the Save under the Comment box.

5. Click Save.

Related Topics

Search for a Permission or System Code

Data Grids