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How to Use the Comments Tab
Leave comments on any standard or custom object.
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What it does
The Comments tab is available on every object, standard and custom, at all plan levels. You can comment on a record even with read-only access, but only the comment’s owner or an admin can edit or delete it.
Comments are on by default for new customers and instances. To turn them off, go to System Settings > Objects, edit the object, and uncheck Enable Comments. On existing accounts, comments are off until you check that same box.
Comments support reply threads. Parent comments show newest first; replies beneath them show oldest first. The badge on the Comments tab counts comments and replies together.
How to use the Comments tab
- Go to the specific object (for example, Contact) from the left nav and open the record you want to add comments for, then select the Comments tab.
- To mention someone, type @ and the first few letters of their name, then select them from the dropdown.
- Click Add Comment to save it. Anyone you mentioned receives an email notification.
When any new comment is added, it increments the count on the Comments tab badge. Comments can be edited or deleted via the 3 dot menu. When a user replies 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.
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