Comments are a way for you and your client to discuss and clarify what you need from them. They may ask a question, which you can reply to. A comment is also automatically created when you reject their answer. You can also post internal comments for your colleagues that the client can’t see.
There is a separate comment thread for each field, so it’s clear which item is being discussed.
Here’s an example of what you’ll see when you access the request and jump over to the client’s answer:
Answering your client’s question
A client will sometimes post a question in comments if they get stuck or need additional information from you. In this case, you’ll see the comments thread on the right side of the dashboard:
Use the text box to write an answer and then click Add comment.
| Note: Notice that the dialogue box also shows you other field-related activities like when it was completed, approved, or revised. |
Comments for rejected fields
If you reject the answer, you’ll see a pop-up asking you to leave a comment in order to provide an explanation. Once done, click Reject on the bottom-right of the pop-up:
The default reminder schedule has a pre-configured “Field rejected” notification set up. If you are using it, your client will receive an email notifying them that changes are required. They will also see a notification in the navigation menu:
Internal comments
Another option is to post internal comments that only your team members can see. Tick the box at the bottom of the comments thread and you’ll see that the button changed from Add comment to Add internal comment.
