Create comment

Creating a comment

The easiest way to create a comment is to use the speech bubble icon at the top of the toolbar.

Add the Add comment icon to your toolbar:

1. Open the drop-down menu to customize the quick access.

2. Select Add comment.

3. The selected option is now displayed in the toolbar.

Clicking on this icon opens a form in which you can enter a comment.

You have the option of linking a comment to a contact, a project or a task. However, you can only create a reference for one comment at a time, i.e. all data fields can never be filled in at the same time.

If you assign the comment to a project, it is automatically displayed in the contact stored in the project. However, you cannot select the contact and the project at the same time in the Add contact form. It is therefore not possible to create a different contact for a project.

If an object is opened or selected, the comment is also automatically created for this contact/project etc. However, the target object can be changed as required before saving.