Connect - Comments

This article is part of the Connect section.

Find all related articles here:

Connect

 

Introduction

Comments can be added to meetings and cases but not tasks.

There are two types of comments: public and private.

1. Use private comments to share internal information with your team.
   
2. Private comments are visible only to  colleagues and are not emailed to 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, ensure the participant list is filled in. 

In Cases 

When creating a case, the participant list automatically includes the email address of the client.

You can either remove the client or add other participants, or do both:

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

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

In Meetings

The participant list doesn’t populate automatically in meetings to prevent adding unintended recipients.

You can manually add participants from:

1. A development
   
2. An individual client
   
3. A purchase ledger account
   
   

To add participants, go to the Comments tab and follow the same steps as in cases.

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.
   
   
2. Click Post Comment.
   
   
3. You can:
   
1. Format the text.
   
2. Insert a standard description from CPL by selecting the book icon.
   
3. Attach a picture by clicking the image icon.
   
   
4. By default, comments are set to private.
   
1. To make a comment public, uncheck the Private box before posting.
   
   

Editing and Deleting Comments

If you post a private comment by mistake, you can edit it:

1. Click the pencil icon, uncheck the Private box and click Save Changes.
   
2. Alternatively, 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 expires afterward.

Any client replies are automatically added to the Discussion section. 

If there are multiple participants:

1. Each one receives a separate email with the comment.
   
2. They are notified of replies from other participants.

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