Adding Miscellaneous Comments about a Constituent

To add miscellaneous comments about a constituent:

1.    Click Miscellaneous Comments in the Demographics task category.
The Miscellaneous Comments screen displays on the Demographics tab, as shown below.

2.    Click Add.

3.    Select the Comment Type from the drop-down menu.

4.    Enter the Comment text in the text box.

5.    Click Save.

6.    To view all the comments for this customer, click the View All Comments button and the following will appear.

Special security has been implemented to prevent unauthorized staff from deleting comments records.  The access point "MISCCOMMENTSDEL" should be assigned to security groups, who will have the authority to delete these records. Access points can also be created to secure a Comment Type to a particular security group (staff department). Assign a new access point on the System Types and Codes screen, adding the Access Point to the comment type code.