Commenting on a record

Comments live on the record itself, which is where anything that has to be tracked belongs.

1. Open the record and scroll to the Comments card.
2. Type into the Type your comment here box at the bottom.
3. To attach something, press the file button to the left of the box first. Each file appears as a chip above the box, and the cross on a chip removes it.
4. Press Enter, or the send arrow at the right of the box.

Your comment appears on the right of the thread; replies from the support team appear on the left, each with a name, a role and a timestamp, so it stays clear who said what.

To change something you wrote, hover or press your own comment and open its menu:

• Edit opens a small dialog. Save it and the comment shows an Updated mark; the earlier wording is kept in the record’s history rather than discarded.
• Delete removes your comment.

The menu only appears on comments you wrote. You cannot edit or delete anybody else’s.