Navigation: Accounts Receivable System > Subscribers Form: Edit View: Comments Section within the Edit View This Help File Page was last Modified on 10/18/2022

❑Comments field appears in the Comments section below the Accounting, Monitoring , and Service tabs

 

Subscriber Form with data - Comments section in the Browse View mode with formatted text

 

•When the Subscriber Form is initially opened, the Comments information is displayed in the Browse View with Slide-Bars for vertical and horizontal scrolling when necessary.

•Double-Click on this Comments text to view it in a Read Only Rich Text Editor  

 

Subscriber Form - Comments Section - Read Only Rich Text Editor

 

❑The Comments section is a Edit Rich Text field in the Edit View of the Subscribers Form which allows you to enter any special notes or comments relating to this Subscriber.

•Enter or Update Comments:

✓Select the Receivables Tab on the MKMS Desktop and Click the Subscribers (F3) Icon to open the Subscribers Form.

✓On the Subscribers Form, Locate the appropriate Subscriber record using the Subscriber Search function.

✓Click the Edit View Icon and select the Subscribers Tab

✓Drag the right side Slide Bar down until the Comments section comes into view.

 

•Comments - You may simply type in your Comments as needed.

✓If you have made your entry without opening the Rich Text Editor (see below), Click the Save Icon in the Edit View to record any changes.

 

 

✓Click the Save Icon on the Edit View Menu to record any changes to the Comments.

 

•Using the Rich Text Editor to enter and/or modify Comments:

✓There is a built in Rich Text Editor available - accessed by Double-Clicking within the Comments field.

✓This Rich Text Editor provides word processing level features - most of which - you will find familiar like bold, underline, italics, highlighting plus font and font color selections.

✓If you have opened the Rich Text Editor dialog to make your entry, to save your entry, Choose Save on the Editor Options Ribbon Menu.

 

 

 

•Alert - Check the Alert box if you want an "Account Alert" message displayed on the Information Bar on the Subscribers Form whenever this record is viewed.  

✓This Alert message is particularly useful if the Account needs follow up, is receiving special care, or a special resolution process is underway, or in other ways - needs to be recognized as needing the Comments information viewed by you (or whomever might also view this record) before communicating with the Subscriber.

 

Find - Open the Comments Form's Rich Text Editor and locate the Find Icon to find a particular word or phrase anywhere within the Comments field.

✓So, use the Find function to quickly locate a specific entry (see below).

 

 

✓Enter the word or phrase you are searching for in the Find What field.

✓Check the Match whole word only box if you want the search result limited to the exact word or phrase you entered (versus a portion of it).

✓Check the Match case box if you want your search results to exactly match the upper and lower case of your Find what entry

 

Find dialog

 

✓Once you've located the required text, Click the Cancel button to close the Find dialog.

✓View or change what you've located, as needed.

•Remember, if you've made changes to the Comments with or without using the Rich Text Editor:

 

 

•Click the Save Icon on the Edit View Menu to be sure the Comment is saved.