Comments and Reminders in the Navigator

Comments and reminders help you track information related to reservations, bookings, groups, and service orders.

In the Navigator, you can add, edit, delete, and review the history of comments and reminders. You can select from a predefined list or create your own entries.

Add a comment or reminder

1. Open the parent reservation in the Navigator.
2. In the left pane, select the reservation, booking, or service order.
3. Select the Comments or Reminders tab.
4. Select New.
5. In Comment type or Reminder type, select a predefined entry or select (user-specified comment).
6. Enter a description.
7. If you are creating a reminder:
   • Enter a value in Due date.
   • Select a user in Responsible user.
8. If you are creating a comment and want to notify users when they open the record, select Alert users.
9. In Notes, enter the comment or reminder text.
10. Select OK.

The comment or reminder is added to the selected reservation, booking, or service order.

Add multiple predefined comments or reminders

1. Open the reservation in the Navigator.
2. Right-click the reservation in the left pane.
3. Select Add reminders and comments.
4. Follow the prompts to add multiple comments and reminders.

Edit, delete, or view history

1. Select the comment or reminder.
2. Select Edit, Delete, or review the item history.
3. If you select Edit, the entry opens on the History tab.