{"id":23686,"date":"2024-06-12T13:26:25","date_gmt":"2024-06-12T11:26:25","guid":{"rendered":"https:\/\/docs.prim.io\/modules\/sales\/module-description-documents-and-operations-4\/editing-a-document-description-note-comment\/"},"modified":"2024-06-12T13:26:26","modified_gmt":"2024-06-12T11:26:26","slug":"editing-a-document-description-note-comment","status":"publish","type":"page","link":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/module-description-documents-and-operations-4\/editing-a-document-description-note-comment\/","title":{"rendered":"Editing a document description\/note\/comment"},"content":{"rendered":"\n

Interface for editing a description and a note to a document. It consists of Description (1), Note (2) <\/strong>and History (3) <\/strong>: <\/p>\n\n

\"\"<\/figure>\n\n

Description (1)<\/strong><\/h3>\n\n

In the Description field (1) the reason for the transaction is usually filled in free text. The description is displayed on the printed form. <\/p>\n\n

Your already filled description is loaded in the interface, if any. Can be edited or deleted. <\/p>\n\n

Note (2)<\/strong><\/h3>\n\n

In Note (2) you can fill in whatever information you think is necessary in free text. The note is not displayed on the printed form, but is rather for internal use.<\/p>\n\n

Your interface will load the note you have already completed, if any. It can be edited or deleted.<\/p>\n\n

History (3)<\/strong><\/h3>\n\n

The history (3) helps to keep track of the changes made by automatically recording the date, time and user who made the edits.<\/p>\n\n

Text “changed the description of , note to .” means that the user has completely deleted the Description and Note. <\/p><\/blockquote>\n","protected":false},"excerpt":{"rendered":"

Interface for editing a description and a note to a document. It consists of Description (1), Note (2) and History (3) : Description (1) In the Description field (1) the reason for the transaction is usually filled in free text. The description is displayed on the printed form. 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