Comments

In-app comments allow you to collaborate with your team through comments on tasks, transactions, accounts, clients, and more.

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.

Comment notification emails will look something like this!

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 open, unread, or all comments.

You can also see the client comments feed on the Client List.

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.

You can filter the comment inbox by open, unread, or all comments.

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.

Comments can be marked "open" to indicate that a user needs to act on them.

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.

Any user can mark any thread as open, and @-tagging a user in a thread will also automatically mark a thread as open.

You can turn off emails about comments in your user settings:

To edit or delete a comment, select the (...) icon and choose to Edit or Delete the comment.

From the Comment Inbox, you can edit or delete a comment by clicking on the comment thread to expand it, and select the (...) icon from there.