Comments
You now have the ability to add comments to your transactions and tasks. Comments help provide more clarity and visibility to the processes and procedures occurring around a specific transaction or task.
Transaction Comments
Select
in the transaction header to add or view transaction level comments. From this view,
you will also be able to view all comments other users have added to this transaction.
All other users that have access to view this transaction’s details or the Transaction
Summary for this transaction from the Vanceo dashboard can also view these transaction
level comments.
in the transaction header to add or view transaction level comments. From this view,
you will also be able to view all comments other users have added to this transaction.
All other users that have access to view this transaction’s details or the Transaction
Summary for this transaction from the Vanceo dashboard can also view these transaction
level comments.Note: For Vanceo Help information, select Transactions Grid and
Summary.
Task Comments
After selecting
in the transaction header, the Task panel will open to display all tasks.
indicates a
task contains at least one comment. Select
to view the
comment on Tasks Details and take appropriate action.
will only appear
if at least one task comment has been added.
in the transaction header, the Task panel will open to display all tasks. Note: For Vanceo Help information, select
Task Grid and
Details.