Comments
Add internal comments to customers, invoices, reservations and other records
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Comments let colleagues work together on customers, invoices, reservations and other records, without the customer seeing anything. You write a comment on the record's detail page, mention a colleague with an @ and pin important comments. Start at Adding a comment.
Good to know
- Comments are always internal. They never become visible to customers, not even on invoices or in emails.
- A colleague you mention with @ gets a notification.
- A resolved comment can no longer be edited or pinned.
- Resolving a comment automatically unpins a pinned comment.
- Deleting a comment cannot be undone.
- A pinned comment stays visible at the top of the record, so you do not have to scroll to the Comments card.
How does this fit together?
All comments of your organisation are also listed together under CommunicationComments, with a reference to the record they belong to.
Where do you find comments?
Detail pages have a Comments card. Depending on the record:
- CustomersOverview or CustomersCommunication: on the customer profile
- AdministrationInvoices: on the invoice detail page
- CustomersReservations: on the reservation detail page
- ParkTerrains: on the terrain detail page
- ParkMeters: on the meter detail page
- AdministrationPayment Reports: on the payment report
Adding a comment
Open the record
Open a customer profile or an invoice, for example, and go to the Comments card.
Click Add comment
Type your comment in the Write a comment... text box.
- Type @ and choose a colleague from the list to mention that person. They get a notification.
- Type / to link a customer, invoice, meter, terrain or other record.
- Add an attachment via Attach file, by pasting or by dragging files in.
Click Submit
Your comment is now on the card. With Reply on an existing comment you start a discussion thread.
What happens next?
- The comment appears on the record and in the central overview.
- A mentioned colleague gets a notification.
- If you want to be sure someone responds, click the little clock on the comment (Set a reminder to follow up). Tillor then creates a task, so you can check later whether it was picked up.
Managing comments
Each comment has action buttons at the top right, as far as you have the permissions.
Editing or deleting a comment
- Edit: change the text. This works on your own comments, and not on resolved comments.
- Delete: delete the comment, after confirmation. This cannot be undone.
Pinning a comment
Do you want to keep an important comment visible at the top?
- Click the pin icon (Pin).
- The comment gets the Pinned label and appears at the top of the list.
- Click the pin icon again to unpin it (Unpin).
Resolved comments cannot be pinned.
Where does a pinned comment appear
- On a customer profile, it appears directly below the customer details at the top, above the tabs.
- On an invoice, reservation, terrain or meter, it appears in the At a glance card at the top, together with the open tasks. That card collapses when it has nothing in it.
Marking a comment as resolved
For discussions that have been wrapped up:
- Click the tick (Resolve).
- The comment is marked as Resolved and disappears from the open list.
- On a detail page, resolved comments appear at the bottom in a collapsible section.
- Click the tick again to undo this (Unresolve).
Downloading comments as a PDF
With the print icon you download all comments of a record as a PDF (Download all comments as PDF), or a single discussion (Download this comment thread as PDF).
Overview of all comments
Go to CommunicationComments for a central overview. At the top you see statistics (total, open, resolved and pinned). Below that:
- Open comments: comments that are still open.
- Resolved comments: closed comments for reference.
Each comment shows the Origin (for example customer or invoice), so you can go straight to the record.
Filtering
- Last week, Last month or All: filter by creation date.
- Show mentions only: only comments in which you are mentioned.
- Search with Search comments..., or filter by author, mentioned user, resolved, pinned and main comment or reply.
Problems?
Terms
- Comment: an internal text on a record, with optional attachments. See comment.
- Mention: a colleague you name with @. They get a notification.
- Pin: keep a comment at the top of the record.
- Resolved: a completed comment that disappears from the open list.
- Origin: the record a comment belongs to.
- Task: a to-do that can result from a reminder on a comment. See task.