Support Centre

Overview: We have enhanced the commenting feature across multiple grid views, allowing users to view, edit, and add comments directly from the Estimate, Job, Invoice, Proof, Delivery Note, and Purchase grid views. This update improves workflow efficiency by enabling quick access to comments without navigating into individual records.

Key Features of the Upgrade

1. New Grid View Comments Field:

   • Supported Grid Views:
     • Estimate Grid View
     • Invoice Grid View
     • Job Grid View
     • Proof Grid View
     • Delivery Note Grid View
     • Purchases Grid View
   • Comments are displayed in a dedicated field.
   • The comments field shows up to 100 characters and wraps text for better readability.
   • If no comments exist, the field displays ... in the “Comments” field.

2. Interactive Comments Field:

   • Comments appear as hyperlinked text but are not underlined to maintain a clean look.
   • Clicking on the comments field allows you to add, edit, or update comments directly from the grid view.

3. Improved Navigation for Comments:

   • Comments do not split or alter how Estimates, Jobs, or Invoices are grouped in the grid view.
   • This ensures consistency in data presentation while enabling easy access to comments.

4. Integration into Customer Screens:

   • Comments are now displayed under the Cost Center section for better visibility within customer details on the Estimates, Jobs, and Invoices screens.

How to Use the Enhanced Comments Feature

Viewing Comments

• Navigate to any supported grid view (e.g., Estimate Grid View, Job Grid View).
• Look for the Comments field in the grid.
  • Existing comments will display up to 100 characters.
  • If no comments are present, ... will be shown.

Adding or Editing Comments

1. Click the hyperlinked text in the Comments field.
2. A pop-up editor will appear, allowing you to:
   • Add new comments.
   • Edit existing comments.
3. Save your changes, and the grid view will automatically update.

Example Views

Grid View with Comments:

Comments Field in Customer Screen:

• Navigate to the customer’s Estimates/Jobs/Invoices section.
• Comments will now appear directly under the Cost Center.

Tips for Using Comments Effectively

• Use comments to track important notes, such as customer feedback or project status updates.
• Keep comments concise for better readability in the grid view.
• Use the hyperlink functionality to quickly update comments without navigating away from the grid view.

This feature upgrade streamlines comment management, providing a faster and more efficient way to view and edit customer-related notes across various modules. Let us know if you have any further questions or need additional support!