Published: March 22, 2016
Learn how to setup and use the comments feature in Nortridge Software.
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In this video, I’m going to show you how to add a comment on a loan, how to create a comment category, how to create sticky note, how to create a priority comment, and how to attach documents to comments.
So let’s get started by queuing some loans. We’ll pick the loan numbered “123” and we’ll go to the Comments tab. Notice that we have some folders on the left hand navigation pane of the comments tab. We have Priority Comments, Emails, SMS, Default, and Statements. All these categories should be in the system by default in version 4.9.1 except for statements which I have added into the system. To configure your comment categories, you’re going to have to go into the “Setup.” Go to comment category, and add a category for the name of the folder you would like to create. So I’ll create a folder called “Loan Docs.” We can select the category type as Generic, Contact, Loan, Collateral, Loans Transaction History, or Task. So this category, Loan Docs, is only going to display in one of these specific areas if you select anything other than Generic. If Generic is selected, this Loan Docs category will appear in all the areas; Contact, Loan, Collateral, Loans Transaction History, and Task. So I’ll leave it as Generic and add the category. I’ll click Ok to save my changes and restart. I’ll requeue my loan and when I got to the Comments area, I can see Loan Docs is now added as a folder where I can store my comments.
Okay, so let’s now add a comment. I’ll move over to this button here, hover over it, shows Add. Click that, and put it into a description of this comment. This is a test comment and in the body of the comment I’ll write, “Test comment 123.” If I click Ok this comment will be saved and we can see the time stamp when the comment was added, the user who added the comment, and what category this comment was saved under. We can see the description of the comment and the body of the comment. So let’s add this comment under the Loan Docs comment category that we just created. So I’ll select the comment and go to Modify. Now I can select the category that I want to store this comment under and I’ll select Loan Docs. When I click Ok, we still see the comment because we’re in the All Categories comment category but if I check on any of these other categories we’re not going to see that comment until we get down to Loan Docs. And that’s where the comments are stored. Okay let’s say that we wanted to attach some type of document to this comment. We’ll again go into Modify and this time we’re going to click on the Documents tab. Here, we have a couple of different buttons. If you’re using a scanner so you can scan in a hard copy of a document, you can define the settings for your scanner, how you’d like that image file to be saved, the resolution, and your scanner settings. This next button will actually start the scanner to begin the scanning process. If you’re going to be attaching a file that’s already been digitized, we’ll just go to Attach File and now we can navigate through your local drives and find that document that you wanted to upload to the database and attach to the comment. I’m going to attach this welcome letter. When I do so we can see that the icon for word document has appeared and we can see that this is the welcome letter sample 4. Now, that document is now stored in the database and another user that may not have access to the original document will now be able to view that document from the comments area without actually having to have the original file.
We’ll go back into Modify Comment and we have a couple of boxes on the bottom left. We have Private and Priority. So if we select the Private box that means that only the author of the comment will be able to view this comment. If we check the Priority comment, it’s going to create a little pop up until the date that this Priority comment expires so that anybody navigating to this contact or loan record is going to see this comment pop up on the screen without them going into the comments area. So I’ll set this priority comment to expire tomorrow. I’ll navigate away from this loan record and when I come back we see that we have this green sticky note and has the same information that was in the comment. So every user that navigates this loan record will then see this comment and they will have to close it and it will no longer pop up when the expiration of the priority comment has been reached.
We also have another type of little reminder pop up here. It’s called a Sticky Note and the main way it’s different from a priority comment is that there is no record of this stored in the comments and documents area. So I can create a little note to somebody, “This borrower filed for bankruptcy.” Anytime anybody navigates to this record now, this sticky note is going to pop up and let that user know whatever relevant information they’re going to need to know when dealing with this loan or contact record. So this is always going to stay on the loan until this sticky note is deleted and to delete a sticky note, you left click the top left corner of the sticky note and you go to delete. If you try doing that on a Priority Comment, it’s not going to do anything because the only way you can get a priority comment to stop popping up like a sticky note is to set the expiration of the priority to today’s date or a date in the past.
And that is how you add a comment, add a sticky note, create a priority comment, and attach documents to comments.