Comments / Profile Updates

This provides the ability for you to leave private notes against a contact or outlet profile, visible to anyone within your organisation. This means you and your colleagues can share important information about who you're dealing with.

The records tab, like comments, is available in a collapsible panel on the profile. This is where you can find any content you've associated with the contact or outlet:

These are controlled by the two buttons along the top right, with the red dot indicating there is content inside.

You can then add, edit or delete Comments. You can edit or delete them by clicking on the ellipses for an options menu. You can only edit or delete your own comments, which are identified by the yellow bar!

There’s also an expanded view available by clicking this icon:

The above also applies to outlets as well, and the ‘linked outlets’ to their own tab.

Records are available to view within the search preview pane for both contacts and outlets. This also has a red dot indicator to tell you if there’s records available before you open it:

If you’re looking at the ‘Overview’ screen for a person who has many roles, you will still be able to view all the records for each position here. However, you cannot currently view or add comments on this screen.