Lendings App: Adding comments to users

You can add comments to users in the Lendings App to share important information between staff. For example, comments can be used to communicate special instructions or exceptions related to a user.

The latest comment is shown directly on the user's card, while all previous comments can be viewed from the comments list.

Topics:

  1. Add and view comments
  2. Delete comments

Add and view comments

  1. Log in to Trail Lendings Application
  2. Identify the employee using their ID card or by searching for their name
  3. Click the speech bubble icon next to the employee's name

  1. Review the existing comments in the window that opens

  1. Click New Comment
  2. Write your comment and click Add

  1. The comment is added to the comments list.
  2. The latest comment is also shown under the employee's name on their card.

Delete a comment

Comments can be deleted by Trail Admin Users in Trail Asset Management.

  1. Open Trail
  2. Go to Admin → Users
  3. Open the user whose comment you want to delete
  4. Find the comment on the user card
  5. Click the trash can icon to delete the comment

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