Connect - Comments

This article is part of the Connect section.

Find all related articles here:

Connect

 

Introduction

You can add comments to meetings, cases, jobs and estimates — but not to 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, Jobs and Estimates

When you create a case, the client’s email address is automatically added to the participant list. Jobs and estimates don’t include participants by default.

To add or remove participants (or both):

1. Scroll down to the Discussion section and click the participants hyperlink:
   

1. A pop-up window will show the current participants.
   
   
2. To remove a participant, click the red bin icon.
   
   
3. To add someone, click Add a participant:
   
   
   
   
1. Choose from existing CPL clients or enter an email address and a name.
   
   
2. Click Add participant:
   
   
   
   

In Meetings

The participant list doesn’t populate automatically in meetings.

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

Adding Comments

Comments appear in different places depending on where you are:

1. In cases, jobs and estimates, comments appear at the bottom of the screen in the Discussion section.
   
2. In meetings, comments are located under 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. 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:
   
   
   
   
4. Select Upload and drag and drop an image or browse for it:
   
   
   
   
5. Click Save.
   
   
3. By default, comments are set to private.
   
1. To make a comment public, uncheck the Private box before posting:
   
   
   
   
4. Click Post Comment.

Editing and Deleting Comments

To edit a private comment:

1. To make a private comment public, click the yellow Private label:
   
   
   
   
2. To edit the text or add an attachment, click the pencil icon:
   
   
   
   
3. You can also uncheck the Private box while editing a private comment:
   
   
   
   
4. Click Save Changes.
   
   

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

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

You might want to delete a Public comment if it was sent to the wrong email address. Once the correct address is added, you can resend the message to ensure it reaches the intended recipient.

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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