Comments

One of the most important modern business problems is the slow flow of work information within a company, the lack of information delivery to the necessary people, or its loss or degradation 🤪. We call this - the loss of informational context of relationships with a client. The opposite problem is access to excessive information for employees who should not have this information 🥱.

We tried to solve these problems by creating comments. This is a rather powerful tool for preserving, circulating, and delivering information within the company. But you might say that comments are available in many places, and you would be right. The difference of our tool is that in our system, you can comment on everything... all entities that exist in the system 🎠. In our opinion, it is very important to understand what exactly you are commenting on: a price, a lesson, a client, or a payment... This preserves a large amount of non-verbal information and speaks about the circumstances of its writing, etc.

If an entity (e.g., payment, refund, price, group, etc.) has been commented on, a special comment icon 💬 is displayed on it.

Sometimes employees want to remember a specific point and leave information for the future. For example☝️, they provide a characteristic of a client or specific contact features. Such a comment does not require resolution. Information that requires future action (call back, purchase, remind) should be added as a task. For example, "Client is still thinking, need to call back at the end of the week." Below is an example of how a task is displayed, meaning the information requires your action.

This achieves the effect of timely information delivery👌. Employees can easily distinguish information that requires their action or immediate attention from information that can be viewed later.

If you see a comment, it means the information is for you, for sure. The system itself understands what to display to you based on your access rights. If you see a task, you should try to solve the problem described in it.

All comments that were not added by you are considered unread by default.

If you want to draw special 🎉✨ attention of another user to a comment, you can mention them by entering a special symbol @ 🐕‍🦺🐶. All users who were mentioned will receive a notification in the bell icon 🔔. It will contain information about who, where, and when mentioned you. Additionally, replies to your comments, as well as tasks, will be accompanied by similar notifications.