This allows you to add to the options available in the
Comment Categories drop down
menu in Contact Details.
1. Select Gx CRM from the toolbar.
2. Hold the cursor over Options on the menu.
3. Hold the cursor over Options on the second menu.
4. Select
Comment Categories from the third menu.
5. Assign a code for the new
Category, eg. CC.
6. Type in the full description for the comment category, eg. Credit Control.
7. Type in an abbreviated description of the comment category, eg. Cr Ctrl.
8. Click
the Save button to commit your changes.
Click
here
to view the Create Comment Categories screen.