Add, Modify, & Delete Comments on a Service Request

Add, Modify, & Delete Comments on a Service Request

 Comments are a useful tool for employees to communicate important updates or information about a service request.

 

Add a Comment to a Service Request

  1. Click into the text box in the Comments zone.
  2. Type your comment. 
  3. Click Comment.
  4. Your comment will be added below stamped with your username and the date and time.

Screen_Shot_2020-09-09_at_5.39.17_PM.png

 

NEXGEN Tip: Tag another employee in your comment by starting the comment with @. Start typing the first or last name of the employee and then select from the list. Learn more about our mentions feature by reading our Mentions Article.

 

Edit or Delete an Existing Comment on a Service Request

Screen_Shot_2020-09-09_at_5.39.56_PM.png

  1. Click the dropdown arrow on a comment. 
  2. Click Edit to edit the comment text. Edit the text in the box. Click Edit when done editing the text.
  3. Click Delete to delete the comment from the service request. 

Note - you will only be able to edit and delete your own comment unless you have the user permissions to edit and delete other comments.

    • Related Articles

    • Add, Modify, and Delete Comments - General Help

      Comments are a useful tool for employees to communicate important updates or information about various records in NEXGEN. Comments are visible to all users with View rights and can be used to communicate directly with users in the NEXGEN system. ...

    • Create a New Service Request - Service Request

      Previously, NEXGEN users were only able to add service requests based on an address. As of the launch of version 12, users are now able to create a service request by address, coordinates, location, or asset. These features were added to expand the ...

    • Link Service Requests - Service Request

      Linking service requests creates a relationship between two service requests that allows easy navigation between the linked service requests within NEXGEN. Additionally, this relationship will show up in reports. Organizations sometimes choose to ...

    • Add, Modify, & Delete Resources on a Service Request

      Resources on a service request are employees or equipment. These are added to a service request to track time and cost.   Add a Resource to a Service Request Click + Add on the Resource zone.  Select Employee or Equipment.  Filter Resource Names by ...

    • Add Attachments and Comments to a Line Item - Condition Assessment

      Users can add attachments and comments per line item on a Condition Assessment. This will allow for other users to be able to more clearly associate files or comments to specific data in NEXGEN as opposed to adding items to the Attachments or ...