Some forms allow you to manage and add comments to records. When you add comments, you can also send them immediately via email. This article explains how to add comments and use the editor
Note: Comments cannot be edited or deleted after they are saved.
Procedure in the FM Portal
Open the record you want to comment on.
In the Comments section, click Add Comment...
Enter the subject in the Subject field.
Enter the desired comment in the text field.
To enter direct recipients and people to CC, type the email address into the text field or select them by clicking the To... and/or CC... buttons. This allows you to select entries from the personnel list. The email addresses are now automatically inserted.
If you only want to enter the comment, click Add. If you also want the comment to be sent via email, click Add and Send.
Using the Comment Function
Select the text and click the buttons to format it. The functions of the buttons are explained below.
Simply add (can only be used after editing the comment).
Add and send to specified email addresses (can only be used after editing the comment).
Cancel (comment will not be created).
Enter subject.
Insert recipient.
Insert CC recipients.
Select font.
Bold formatting.
Set text to italics.
Underline text.
Increase font size.
Decrease font size.
Change font color.
Change text background.
Align text to the left.
Center text alignment.
Align text to the right.
Insert a hyperlink
Create a numbered list.
Create an unnumbered list.
Switch to HTML mode. This allows you to use all HTML features.
Text area: Enter or select text.
Insert links
To insert links, enter the following text:
External links: [[External:Link to external page]]
External links with alternative text: [[External:Link to external page|Alternative text]]
Note: Your company’s address will be used as the sender address if the Street, ZIP Code, City, and Phone fields are filled in the company record.
See also: