In-app comments allow you to collaborate with your team through comments on tasks, transactions, accounts, clients, and more.
Heads up! All comments are internal to your firm and are not visible to the client.
Where you can comment and respond
You can leave a comment anywhere you see the comment bubble icon.
If you @-tag a team member, they will get notified in their comment inbox and by email. You can leave comments on transactions, tasks, accounts, questions, or on the main client feed.
The Client Comments Feed
Clicking the Comments button at the top of a close page will take you to the client comments feed.
This feed shows you all comments left on the client or on related objects like transactions, questions, or accounts.
You can filter this feed to show all comments or only comments you have been subscribed to. You are subscribed to all comments you create or are @-tagged into.
You can also see the client comments feed on the Client List.
The Comment Inbox
The comment inbox in the top right-hand corner of the app will show you all comments you are subscribed to (i.e., comments you've been @-tagged in) across all clients.
You can filter the comment inbox by all comments or by unread comments only.
Comments on the Client List
If you add the comments column on the Client List, you can see and act on open comments from your team - like a Slack channel for each client's work.
Disabling emails about comments
You can turn off emails about comments in your user settings:
