General

Comments

Updated 10 October 2026 y. • v1.3.0

Comments help you discuss things inside a record: between you, Employees, Colleagues and Customers. A Case, Contract, Court case and Issue have them on the "Comments" tab.

How to leave a comment

  1. Open the "Comments" tab;
  2. Write the text in the editor (you can format it and insert images);
  3. Click "Leave a Comment".

To reply to a comment, click "Reply" under it: the reply appears nested.

Editing and deleting

You can edit or delete your own comment. Other users' comments can be changed and deleted only by the account owner and their Employees.

Who can comment

  • the owner and Employees — always;
  • Colleagues and Customers — if they have been given access with the "Write comments" permission (see the Help section "Team and access").
Images:
An image inserted into a comment can be no larger than 10 MB. Customers can't insert images into the editor, but they can attach files on the "Files" tab.

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