Learn how to add comments to records, and how the notifications will appear.

Steps to Add a Comment to a Record

1. Identify the record you wish to add a comment on (using the filters if needed).
2. Select the mail icon / comments text.
3. Add your comment.
4. Select the green tick / save.

Comment Notifications

1. NOTE: It is important that users have notifications toggled on for comments on records & tasks.
   1. Go to your account settings
   2. Go to notifications
   3. Toggle on either the in app and/or email notifications for comments on records and tasks.
2. The user who created the record/ task will receive a notification that a comment has been added to the record/task.
3. The users who have previously commented on the record/ task will receive notifications moving forward when other users also comment on that specific record/ task.