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Comment and mention colleagues

LiveFor: All staff

Discuss an item internally with @mentions; clients never see comments.

Comments are internal: they are never sent to the client, whatever item they are on.

  1. Open the item and press Comment (or Add a comment in the action bar).

    An email open in Triage with the comment box open below it, its placeholder saying comments are internal and never sent to the client.
    The comment box.
  2. Type your comment. Type @ and a name to mention a colleague; they get the comment in their Triage.

  3. Press Post, or Cmd+Enter (Mac) / Ctrl+Enter. Escape closes the box without posting.

Under the box, BMS says who can see the conversation, such as “Only you can see this conversation”. Give someone’s comment a Thumbs up to acknowledge it without replying.

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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