Comments tab is available within the user interface for each object (Standard and Custom) for all plan levels. Users can leave comments on objects (standard and custom) even if they have read-access but comments can only be edited or deleted by the comment owner or an admin.
Comments tab is enabled by default for new customers and instances but can be disabled via System Settings > Objects, by editing the object and unchecking the 'Enable Comments' checkbox.
For existing users, Comments need to be enabled exclusively by navigating to System Settings > Objects, editing the object and checking the 'Enable Comments' checkbox.
The system now supports additional reply threads within comments. Parent comments are displayed in descending order (newest first), while replies (child comments) appear in ascending order (newest last) beneath their parent.
The Comments tab includes a badge that shows the total number of comments and replies, combining both parent and child comments.
To use Comments tab:
Go to the specific object (eg-Contact) from the left nav and open the record that you would want to add comments for and select the Comments tab.
Add a comment by typing @ symbol and the first few letters of the user’s name, then selecting the user from the dropdown. Add the comment and save it by clicking ‘Add Comment’ button.
The mentioned user will receive an email notification.
When any new comment is added, it will increment the count on the Comments tab badge.
Comments can be edited or deleted via the 3 dot menu.
When the user replies back to your comment, replies are displayed in nested format under the comment, with the oldest reply at the top and the newest reply at the bottom.