What this feature does
You can edit and delete comments on vendor records in Concierge.
This allows you to:
Correct typos or outdated information
Remove comments that are no longer relevant or appropriate
Maintain a clean, accurate history of vendor interactions
All changes are tracked in a change log, so you still retain an audit trail.
Permissions Required: Any user can use this feature
1. Where to find vendor comments
Go to the Vendors area in AXP.
Search for and open a vendor profile.
Click on the Comments.
Here you’ll see:
Existing comments, usually ordered with the most recent at the top.
A menu icon (three dots) next to each comment
2. Editing a vendor comment
To update an existing comment:
On the relevant vendor, locate the comment you want to update.
Click the (three dots) next to that comment.
Select Edit comment.
Update the text as needed (e.g., correcting a date, updating contact details, clarifying information).
Save your changes.
What happens:
The original comment is updated.
The system records who made the change and when in the change log.
3. Deleting a vendor comment
To remove a comment:
On the vendor’s Comments section, find the comment to remove.
Click the (three dots) next to the comment.
Select Delete.
Confirm the deletion when prompted.
What happens:
The comment is removed from the main Comments list.
The deletion is recorded in the change log, including:
Who deleted it
When it was deleted
This ensures there is still an audit trail for compliance and internal review.
4. Change log and audit trail
Behind the scenes, the system maintains a change log for vendor comments.
The log can show, for example:
Original text and edited text
Time and date of changes
User who made each edit or deletion
This provides:
Transparency over how vendor information has evolved
Support for internal quality checks and compliance
5. Best practices for managing vendor comments
To keep vendor records useful:
Use comments for factual, operationally relevant information (e.g. escalation contacts, service limitations, billing arrangements).
Edit comments to:
Fix mistakes
Clarify ambiguous notes
Update old details (e.g. changed contact person)
Delete comments only when:
They are clearly obsolete or duplicated
They were added in error
They contain information that should not be stored
If in doubt, prefer editing for clarity rather than deleting, so context isn’t lost.
