Add Comments to Customer Profiles

Adding Notes and Comments

Comments allow you to track important information about your customers.

Why Use Comments?

• Record important information
• Leave messages for the team
• Track conversations
• Document interactions

Adding a Comment

From the Customer Profile

1. Open the customer profile
2. Locate the “Comments” section
3. Click on “Add a comment”
4. Type your message
5. Click “Send”

Comment Features

User Mentions

• Use @username to mention a colleague
• The person receives a notification

History

• All comments are preserved
• You can see who wrote what
• Date and time are recorded

Editing

• You can edit your own comments
• Edits are tracked
• History is preserved

Deletion

• You can delete your comments
• Deleted comments are no longer visible
• A log remains for traceability

Best Practices

• Be professional and respectful
• Avoid sensitive personal information
• Use mentions to alert the team
• Document important decisions

Notifications

You receive a notification when:

• You are mentioned
• Someone replies to your comment
• A comment is edited