You're able to add a comment in an Operation's profile (Clients profile/ Venue profile)
To add a comment:
- In the quick menu select Operations > Approved Operations.
- Click the Operation’s name to access their profile.
- Under the Comments section, select a category from the drop down, type in your comment and click the + icon.
If you would like to create a new comment category:
1. Navigate to Platform Settings > Comment Types
2. Here you can edit an existing category or you can Add New category
3. The new category will now display in the Comments sections
Reporting on Comments:
These comments can be reported on via Reports >Business > Manager Activity Report
For more detailed records, use the CRM tab at the top of their profile.