Connect - Comments

This article is part of the Connect section.

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Connect

 

Introduction

Comments can be added to meetings and cases but not tasks. There are two types of comments: public and private.

Use private comments to share internal information with your team. These comments are visible to your colleagues, but aren't emailed to any external recipients (known as participants in Connect).

Public comments may be emailed to recipients, so be sure they’re appropriate for sharing outside the organisation.

Public comments will only be emailed if an address is entered in the "Comments From Email Address" system option.

Adding Participants

Before adding comments, make sure the list of participants is filled in. 

In Cases 

When creating a case, the participant list automatically includes the email address of the client the case is for. You can remove the client or add additional participants:

1. Scroll down to the Discussion section and click the hyperlinked word participants. 
   
   

1. To remove a participant, click the red bin icon.
   
   
2. Click Add a participant to include someone. Choose from existing CPL clients or add an email address and a name:
   
   

In Meetings

In meetings, the participant list does not populate automatically to avoid unintended recipients. You can manually add participants from a development, individual client or purchase ledger account.

Go to the Comments tab and follow the same steps as above.

Adding Comments

Comments appear in different places depending on where you are:

1. In cases, comments appear at the bottom of the Details tab in the Discussions section.
   
   
2. In meetings, comments are found on the Comments tab.

The process for adding comments is the same in both areas.

To add a comment:

1. Type your text in the Join the discussion window and click Post Comment.
   
   
2. You can format your text, insert a standard description from CPL by selecting the book icon or attach a picture by clicking the image icon.
   
   
3. By default, comments are set to private. To make a comment public, uncheck the Private box before posting.
   
   

Editing and Deleting Comments

If you post a comment as private by mistake, you can edit it. Click the pencil icon, uncheck the Private box and click Save Changes.

You can also click the yellow Private label to switch the comment to public.

To delete a comment, click the bin icon next to it:

Private comments can be edited or deleted. Public comments can only be deleted. 

If the email option is enabled, clients listed as participants will receive public comments via email, along with a secure link to respond. The link is valid for a one-time use and will expire afterward.

Any client replies are automatically added to the Discussion section. If there are multiple participants, each one receives a separate email with the comment, and is notified about replies from other recipients.

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