Manage comments

After reading this topic you will know:

  • How to work with comments and your clients.

  • How to 'mention' a colleague so they can quickly access a comment you've written.

Comments are useful to update your colleagues or for reminding yourself where you're up to with your client work.

Add a comment to a client, contact or prospect

You can notify other users in your practice by typing an @ before their name when writing a comment.

The user who has been mentioned in this way, will receive a notification that will take them directly to the comment.

This is a great way to keep your colleagues updated on the work you're doing for your clients.

  1. Find your client in the client list, your contact in the contact list, or your prospect in the prospect list.

    Learn how to find clients in the client list

    The client list displays individuals and organisations (optionally) grouped into client folders

  2. Select the client, contact or prospect.

  3. Select Add a comment.

    Add a comment button

  4. Enter the body of your comment, and an optional title.

  5. Optional - Type an @ before a colleague's name when writing a comment so they receive a notification.

    Colleague being notified in comment using the @ symbol

  6. Select Save.

Edit or delete a comment

  1. Find your client in the client list, your contact in the contact list, or your prospect in the prospect list.

    Learn how to find clients in the client list

    The client list displays individuals and organisations (optionally) grouped into client folders

  2. Select the client, contact or prospect.

  3. Find the comment, then from the actions menu select Edit or Delete. You can edit a comment's content, formatting, or title, or delete the entire comment altogether.

    Edit or delete a comment drop down menu