Search for Comments

You can search for existing comments using the Comment Search screen. The Comment Search screen is accessed from the Comment link on the Entity Navigation list of the Policy, Client, Segment or Suspense screen.

Steps to Search for Existing Comments

  1. Open a policy or a client or a segment or suspense record as needed.
  2. Click the Comments link on the Entity Navigation list.
  3. Select the search criteria in the Comment Search window. There is a Display multi-choice combo-box that allow to select the type of comment you want to return in the search results. There are also fields to search for comments by date or by the user that entered the comment. Comments that match the checked criteria will display.

Important: Hidden comments can be viewed when the Hidden checkbox is selected, if the user has the proper security privileges.

  1. Click Find to apply the search criteria and return the results. Comments that meet the specified criteria will display in the Comment Search Results grid.
  2. Click a comment in the grid to display the full comment information.