Organisation comments

How to add, edit and delete an organisation comment

Clare Wade avatar
Written by Clare Wade
Updated over a week ago

What is an organisation comment?

An organisation comment is a way of recording additional information that is linked to an organisation. You can add multiple comments which can be very useful if you need to record ongoing information about an organisation such as repeating orders or payments.

Organisation comments are for internal use only and are never visible to an organisation.

What is the difference between a comment and an internal note?

An organisation can have multiple comments but can only have one internal note. This makes comments better suited for recording repeating information over a period of time while an internal note is better suited for recording non-repeating information.

How do I add a comment to an organisation?

  1. Go to Contacts > Organisations.

  2. Find the organisation you are looking for and click the View button in the Options column.

  3. Click the Comments tab under the organisation title.

  4. Click the Add button in the top right.

  5. Enter a Comment.

  6. Click the Add button.

How do I edit a comment?

  1. Go to Contacts > Organisations.

  2. Find the organisation you are looking for and click the View button in the Options column.

  3. Click the Comments tab under the organisation title.

  4. Find the comment you are looking for and click the Edit button in the Options column.

  5. Edit the Comment.

  6. Click the Update button.

How do I delete a comment?

  1. Go to Contacts > Organisations.

  2. Find the organisation you are looking for and click the View button in the Options column.

  3. Click the Comments tab under the organisation title.

  4. Find the comment you are looking for and click the Delete button in the Options column.

  5. Click the Delete button.

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