Disclaimer
All screenshots in the article were taken in the Dutch version of Yuki.
Through the details (settings) of a domain, a user with the 'Portal administrator' role can add a comment to that domain.
The screen to view and/or change domain settings is opened as follows:
- automatically immediately after creating a new domain
- In the accountant portal, click on Management and then click on Domains. Then click on the name of the domain.
- In the accountant portal, click on Management and then click on Domains. Then hover your mouse over the line of the domain in question, click on the button with the three dots, and then select View domain details from the menu..
The following screen is opened:
Then, behind Comments, click on the Edit button to add a comment to the domain. The following screen is opened:
These comments are only visible in this screen. This can be used to document specific agreements with the customer or history of the contract for example, “Domain was blocked on 1-5-2018 after customer failed to meet payment agreement”.
Click on + Add timestamp to add by whom and when the comments were made.
To save the new or changed comments, then on click the Save button.
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