Comment Category

Comments, which may be added to contacts or loans, may be grouped into categories. Each Comment Category has its own unique setup of user-defined fields that may be placed on the comment, as well as its own comment security and hot-key phrases.


To add a new Comment Category, click Add Add.

Enter a name for the new category in the Category Code field. Select the Category Type from the drop down list, and enter any Notes that you require to document your category.

The available Category Types are:

Generic A Comment Category of this type will be available for use from the Comments tab of the Contact, Loan, Collateral, Deposit, and Transaction History Screens.
Contact A Comment Category of this type will be available for use only from the Comments tab of the Contact.
Loan A Comment Category of this type will be available for use only from the Comments tab of the Loan Screen.
Collateral A Comment Category of this type will be available for use from the Comments tab of the Collateral Screen or from the Comments tab of the Collateral tab of the Loan Screen.
Loan Trans History A Comment Category of this type will be available for use only from the Comment pop-up window of the Transaction History tab of the Loan Screen.
Task A Comment Category of this type will be available for use only from the Comments tab of the Tasks screen.

NLS 5.24 and later

To set up a script to execute when adding a new comment, click Script . Only a single event, On OK Button Clicked, is available for scripting. The configured script will execute when the OK button is clicked in the Add Comments & Documents dialog.

Scripting is not available for the Loan Trans History category.

Comment Category Toolbar Buttons

Print Sends a list of the Comment Categories—with their descriptions, types, and status—to the printer.
Add Add Adds a new Comment Category.
Delete Delete Deletes the selected Comment Category. A Comment Category may not be deleted if any comments that have been entered on to the system are in that Comment Category.
Modify Modify Allows you to change the Category Code and Description of an existing Comment Category.
Update records w/ new category Allows you to switch all existing comments from any one selected Category to any other selected Category.
Phrases Allows you to setup hot-key definitions for phrases that can be automatically entered into a comment by typing the hot-key.
Trustee This security feature allows you to lock a Comment Category so that it may only be accessed by certain users.