Using comments

Discover how using comments makes it easier to take notes and collaborate with your team in managing your client files.

Comments allow you to leave a permanent note in the contact file, on an insurance policy or on an investment.

They facilitate communication and collaboration with your team members by allowing you to notify them through comments.

Add a comment

1. Enter your comment directly in the comment box at the right-hand side of the contact file, at the bottom of the insurance or the investment page.
2. Click on the icon  to save the comment. 

The comment is added to the timeline of the contact, to the insurance or to the investment and looks like this:

Text formatting

1. Click on the icon located on the right-and side of the comment box.
2. Select the text formatting option that you need.

Notify a colleague

There are two ways to notify a colleague in a comment:

1. Click on the button to the right of the formatting buttons.
2. Enter the "@" character and select your colleague's name.

Reply to a comment

1. Click on the arrow to the right of the comment bubble.
2. Write your reply and click  to save the comment.

Show only comments in the timeline

The timeline contains different types of information.  It may be useful to view only a contact's comments.  Here are the steps:

1. Click on the Filter button under the comment field in the timeline.
2. Select the entity Comment from the drop-down list and click on the Filter button.

Only comments show up in the timeline.