Comments

The Comments tab is a single rich text/HTML field where staff and automated processes can leave notes about a person's record. This section can include information about dues payments, membership merges, and other significant actions related to the person's account.

Fields

Field Name	Description	Field Type
Comments	A rich text/HTML field that stores various comments and notes about the person's record.	Text

Description

• Comments: This is a rich text field that can contain detailed notes and comments about the person's record. It can include HTML formatting for better readability.

The Comments tab is used for maintaining a history of actions taken on a person's record, providing context and background for staff handling the account. This data is often used by staff to add notes and by automated processes to log activity. We will most likely need to bring over this content, but it may be imported into a more structured format in Salesforce rather than a Comment.

Example Comments

Below are examples of typical entries that might be found in the Comments tab:

• Dues Paid Thru Fix: Automated processes correcting dues paid through dates.
• Membership Merges: Notes on merging duplicate records.
• Staff Notes: Information or instructions added by staff members.

Screenshot

• Comments Tab