Quote Comment Grid

The second section of the Quote form contains a grid for recording relevant user comments on the quote record, along with storing all emails relating to the quote. Because these comments form part of the record for each quote, any additions by a user are automatically time/date/initial stamped for accuracy, and provide an excellent quality record of events. As a result of this, the comments cannot be reordered within the grid.

Note: Maximum character limit of 7950 within the comments.

Comments within the Comment grid are normally for internal use, and as such will not form part of the quote report that is provided to the customer.

There is also a security setting that stops users from being able to edit other users' comments. This does not stop them from adding a comment and changing the initials within that comment to someone else.

In Edit mode, you can click on any comment line and select Highlight & Pin to top. This will bring that line to the top of the grid and colour the background orange.

Field

Explanation/Purpose

Will show if there are attachments or not. Select the paperclip and select Has Attachments allows you to view only linked emails that include an attached file.

Emails, ie. replied, forwarded, read, not read.

Note: If the Comment field is blank, it will remain blank on sending the email. To see the email, position the cursor in the Comment field and the email will show in the preview pane.

Date

The date the comment was added.

Initials

The initials of the user that added the comment.

Status

The status of the quote.

Inc

When this field is ticked, show comments on website. When a customer goes to the job on the website, this comment will show.

Comment

Enter any comment in the Comment field – it is a multi-line text with word wrap (limited to 8,000 characters). Double click this field (in Edit mode) which will bring up a dialog box showing everything within the field. This field can also have information entered in it.

A date/initial comment line will be added to the Comment grid whenever the status of the quote is changed. Conversely, if a comment with a status is added to the Comment grid, Jim2 will ask the user if they would like to change the status of the quote.

You can order comments based Status to bring those comments to the top of the grid.

Field	Explanation
Add new	Will add a new line in the Comment grid.
Delete	Will delete the line that has been added to the quote.
Highlight > Highlight and Pin	You can highlight the comment or email row and the colour will change to orange. You can also highlight and pin the comment to the top:
Pin/Unpin	You can pin the comment or email to the top of the comment grid.
Send all comments via email	Will automatically send all comments of this quote via email.
Reply, Reply All, Forward	Reply, reply all, or forward comments via email.
Copy Cell	Copies the contents of the cell highlighted.
Copy Row	Copies the contents of the row highlighted.
Copy All	Copies the entire contents of the Comment grid.
Show Grouping	Adds the familiar list grouping option to the Comment grid, so users can group by all available grid columns.
Show Find panel	Enables the Find panel and provides the user the ability to search within the grid.
Grid Columns...	Allows adding more columns. Also allows removal of columns. Select the column to add, then drag it to the position required in the columns within the grid. To remove, click and drag to the Grid Columns... window, or drag down away from the header area.
Save Layout	Save the current comment column configuration. Administrators will be asked if they want to update the default layout for all users. Once saved, this will become the default layout.
Use Default Layout	Reset the grid layout to its default layout.

Filters

Within the Comment grid, hover over a heading (excluding the Comment heading) and the Filter image () will appear. Select the filter to see a list of available filters to help refine the search. This is particularly useful when there are a lot of comments within the grid. These filters will only show comments within the grid specific to the filter chosen.

Filter	Filter Choices
Attachments	All, Custom, No Attachments, Has Attachments.
Email	All, Custom, Comment, Email Replied, Email Forwarded, Email Read, Email Not Read.
Date	All, Custom, then shows all dates within the grid.
Initials	All, Custom, then shows the initials of all users within this field.
Inc	All, Custom, False. When this field is ticked, show comments on website. When a customer goes to the job on the website, this comment will show. Unticked = don't show.
Status	All, Custom, then shows all statuses within this field.