Use comments, mentions, and notifications

Products, customers, and orders have chronological staff comment threads. Use them to keep operational context beside the record it concerns.

Add a comment or mention

1. Select the correct location and open a product, customer, or order.
2. Find the record's comments section and write the operational note.
3. Mention an active teammate from the same location when they need to follow up.
4. Submit the comment, then confirm it appears in the thread.
5. Follow in-app notifications for mentions and order assignments to return to the relevant work.

Mentions create durable in-app notifications. They are not a promise of email delivery, and they cannot notify arbitrary people outside the location's active membership.

Edit and delete comments

Authors can edit or delete their own comments. Admins can delete location comments. Comment creation, editing, and soft deletion are recorded in the parent record's history and location activity.

Comments are internal staff collaboration. Use the explicit document-sharing workflow when a customer needs to receive or sign a PDF. For assigning one owner to an order, see order assignments. Activity-log access separately requires an admin on Pro.