Comments between users
Double's comments feature allows you to collaborate with your team through comments on tasks, transactions, accounts, clients, and more.
All comments are internal to your practice, and are never made visible to the client.
Leaving Comments
Users are able to leave comments anywhere that has a chat 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.
Email notifications
Comment notification emails will look something like this:
Comment notification emails only send once every 15 minutes, and group all the unread comments together.
If a comment is read by the user before the email sends, it will not be included in the comment notification email.
Month-end close comments
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.
Filtering
Filter comments to show Unread, Read, and All
Client comments at a glance
View the client comments feed on the Client List under the Chats column.
The user's 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 created or have been @-tagged in) across all clients.
Comment statuses
Internal team comments are either "Open" or "Resolved."
Open: still pending further action
Resolved: no further action required
Comment statuses are global, so everyone on the team can easily see which comments still need to be resolved. Users can also see who resolved or reopened a thread with timestamps of when the action was done.
💡 Any user can mark any thread as open, and @-tagging a user in a thread will also automatically mark a thread as open.
Updating existing comments
To edit or delete a comment:
Hover over the message
Select the three dots (...)
Choose to Edit or Delete the comment
