This article applies to:Exemption Certificate Management Pro
Add comments to provide any additional information, so that all the customer information is stored in one place.
- From the home page, go to Exemptions > Certificates to review.
The Certificate to review page opens.
- Find the customer for whom you want to add a comment and click Review.
- Select Add a comment.
- Enter comments and click Save.
Multiple comments can be added to an exemption certificate. You can also edit or remove the added comments.