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💬 How to Add a Comment to a Record

Use comments to provide additional context, updates, or instructions on a specific Record

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  1. Select the Show Comments button in the top right toolbox.
  2. In the panel, type your message into the text field.
  3. Select the Send icon.
  4. Your comment is now saved and will appear with a timestamp and your username.

Note: You can hide the panel by selecting Hide Comments. A green notification badge will indicate if there are active comments on the record.