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Comment and mention teammates inside a record

Discuss a client inside their record: comment, mention a teammate with @, reply in a thread, react with an emoji, and attach images.

4 min
Open in Corteksa
Before you start · for managers and agents
Permission to view the record
  • You need: Permission to view the record

Steps

1
Open the Comments tab in the record.
2
Type your comment. Type @ and choose a teammate to send them a notification.
3
Type @@ to mention another record. See Mention another record in a comment with @@.
4
Attach images if you want.
5
Use Reply for a threaded discussion, and add an emoji reaction.

Who can see and comment

Anyone who can see the record can comment on it. Anyone who can’t see it doesn’t see its comments.

Editing and deleting

Only the comment’s author can edit or delete it. The workspace owner and super admins can do this on any comment. Editing changes only the text, and deleting is permanent.

Notifications

Event
Who gets it
A new comment
Everyone who can see the record, except the author
An @ mention
The person mentioned: an in-app and a phone notification, plus a WhatsApp message if they have a number and the workspace has a connected default WhatsApp session
An @@ mention of a record
That record’s assignees

Reactions

Any emoji. The same emoji again removes your reaction. You see the count of each emoji and who reacted with it.

System comments

Some comments are written by the system: duplicate notes, automation comments, and the note columns from an import.

If something goes wrong

What you see
Why
What to do
“File size exceeds the allowed limit”
The image is larger than 5 MB.
Make the image smaller and upload it again.
“File type not allowed”
The file isn’t an image.
Upload documents to a files field in the record.
“Only the author can edit or delete the comment”
The comment belongs to a teammate.
Ask them or the owner.
My teammate didn’t get the mention notification
They can’t view the record.

A real example

Shield Security Co.
The situation

A technician finds a fault on site and needs the manager’s approval for a spare part.

What they did
  1. He attached a photo of the fault in a comment and wrote @Manager.
  2. The manager replied in the same thread with his approval.
The result

The decision is recorded inside the contract instead of getting lost in an outside chat.

A made-up company, to show the idea. The numbers are rounded.

Good to know

Attachments are images only: JPG, PNG, GIF, WEBP, SVG, TIFF, BMP and HEIC, up to 5 MB per image.
An image repeated in the same comment is saved once.
An emoji is up to 32 characters.
A mention you add while editing a comment doesn’t send a notification.
Comments show 50 per page.
Did this guide solve it?
If not, we’ll ask what was missing.
Next, you might need
Mentions tab
Step by step · 2 min
Mention a record with @@
Step by step · 2 min
When you’re notified
Explains · 4 min
Open in Corteksa
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