Record Comments/In-App Chat and Messaging

The purpose of record comments/In-App Chat and Messaging is to provide comments and messages to individuals that will be date/time stamped for accountability, have running notifications for the first time each user views that record, and even allow for @-tags to other users when needed.

This feature is available to all users and is easy to use.

📍Applicable Record Types

The commenting system will be available on the following record types:

• Work Orders

• Paperless Shop Jobs (may refer to WO or individual line)

• Assets

• Purchase Orders

• Parts

• Submitted Forms

• Estimate Work Orders

Comment Button

• A comment icon is located at the header section of each record screen.

  

• Clicking the icon toggles the comment panel and allows you type your comment

  

• A red badge counter will show the number of unread/new comments since last visit.

  

• Clicking the X will close the comment panel.

Notifications

• Users receive a notification (via the top-right bell icon) when tagged in a comment.

• The notification includes:

  • A snippet of the message

  • A link that navigates directly to the specific record

  • The comment panel auto-opens on arrival

    

User Tagging

• Users can be tagged using:

  • @firstname lastname

  • @username

• Tagging a user automatically:

  • Sends them a notification

  • Highlights their name in the comment

  • Enables hover functionality

    

Comment Functionality

• All comments are timestamped.

• Users can:

  • Edit their own comments (shown as edited)

  • Delete their own comments

  • (With permission) Edit/Delete others' comments

    

• Comments include:

  • Author name

  • Timestamp

  • Edit indicator (if applicable)

Replies

• Replies to comments auto-tag the original commenter.

• Replying in a thread (if supported) notifies all tagged participants.