Whether you’re a CAM that is working with a partner and provider to complete an order or you lead the administrative/finance initiatives of your partner program, you can add comments to orders through Unifyr One. The partner and provider associated with the order will be notified of your comment.
You can also view previous comments on the order.
- Navigate to Partner Management > MDF > Orders.
- Click on the Name of the order you want to view.
The window shows the details of the order. Scroll down to New Comment.
Enter your comment and click Save. Your comment is saved in the comment thread for the order - it's visible both here and in the order when viewed by the partner/provider in their portal.
Comments
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