How create an internal comment

 

  • Navigate to the Follow-up tab top right in Essentials.

  • Click on the individual respondent on whom you wish to add an internal comment.

  • In the next window you will see the Respondent System Data fields on the left, and on the right you will see the following window:
  • Here you may Add an Internal Comment or create a New Case. To create an Internal Comment type in the input field and click Add Internal Comment. The internal comment is now added and may be used to follow up and identify the respondent across various users and departments. To read more about internal comments, Click Here.
academy

Om Academy

Hittade du svaret på din fråga? Under dokumentation finns informativa beskrivningar som hjälper dig förstå och kunna använda Essentials funktionalitet fullt ut. Genom insiktsarbete höjer du kunskapsnivån i hela organisationen.