Add a comment to a note/email

Its such a shame that this hasn’t been released yet - Especally knowing they have seemingly built a version of the feature.

I would definately be up for using it even if its buggy!

We’d be up for testing this in beta!

We have been waiting for this for over a year.

Huge +1 on this. HS admins would be able to ‘bump’ or follow-up on notes/tasks/emails in particular rather than just creating new tasks. Would remove clutter and streamline workflow.

I heard it was already in beta months ago and some companies have this feature. How can we became a beta tester and when is it expected to roll out for everyone?

Agreed. Right now, we just edit the comment and tag the other person, but it gets confusing.

As of today, you can now comment on any note, meeting, call or logged activity. It is not possible to comment on an email or task activity at this time. The team is looking in to adding this functionality to tasks.

Thanks @Anonymous - Better late than never :slightly_smiling_face: I’ve only just seen this has been added.

Please update us when this is available for Beta as we really need this tool.

@ione commenting on a note, call, or logged activity is live to all users! This Knowledge Doc has more info on how you can use comminting in your portal.

YES! Thanks Kevin! This is great :wink:

@Anonymous is it planned to add a comment in an email which is not recorded (such as the feature for calls which is already live, see picture attached) ?


call with a comment section

email without a comment section

Hi @alguil! We don’t currently have plans to add comments to emails but I would be curious to hear more about how you and your team might use that function in practice.

Hello @Anonymous ! Well, we would use it in practice to be able to add some history about all contacts, whether it is a phone call or an email from a customer.

Basically, if a customer calls and tells me that he already spoke to someone earlier, I do not need to hear all the previous call to understand what the customer issue is. A comment section with a short note from the previous agent (awaiting customer quote, pending issue regarding a refund etc..) would enable to have a quick visibility on what has been said before.

The same thing applies for an email, where an agent would not have to review all previous email conversations to understand the issue.

Please let me know if you need more information about that.

@alguil I see! So it would give your team the ability to leave a short recap on the interaction below the full correspondence so other team members could quickly get up to speed without reading through the call notes or email exchange in its entirety. That is really helpful to know.

Would you say the issue mainly stems from difficulty working with the email history in the tool or just that it is unecessary to have to read through all of the correspondence to get up to speed?

@Anonymous, I would say that it is uncessary to have to readh through all of the correspondence to get up to speed !

Hi @Anonymous , to comment on an email of a contact would extremely support our workflow to inform team members.

  1. The customer sends me an important email with the information I need to share with my team members. Instead of copy & paste into a note and I would just add a comment with the user I like to inform about the email content.
  2. We have many cases where we discuss the email content of a contact. At the moment, we discuss separately and if we need to reply to the customer we have to scroll and search for the initial email. To follow the discussion, the outcome and the initial information it would be great to have it in one place. To comment on an email would be the best workflow to be more efficient.

This would be a really useful feature for our support team as often the issues that arise can include a long thread of email information. Being able to add a comment to it, allows us to easily summarize the data without needing to reopen and review all of the messages.

It’s great that this feature is available for other activities, but adding a comment to an email (or possibly an email thread) would be amazing!

@Anonymous is there any update on the comment feature for emails?

We would greatly appreciate this feature since our main channel for customer communication is email.

@FePf thanks for checking in on this! At this time, the team is focused on a few other priorities so we don’t currently have any plan for adding commenting on emails. We will be sure to notify you all if this chnages on our end though!