🎬 How do I create a comment on a Daylite object?

You have the possibility to write a comment on various Daylite objects and send it to other Daylite users.

Prerequisites:

To be able to use the comment function, the sender and recipient must be users of the same Daylite database. Both the sender and the recipient need a valid Marketing&Chat licence.

You can currently create comments for the following objects:

• Companies
• Persons
• Projects
• Opportunities
• Appointments
• Groups
• Forms

Example:

You would like to send a comment on a project for a colleague.

To write a comment, select the relevant project and click on the Comment button.

This is located under the respective object under Integrations

A window opens in which you can select the colleague.
An intelligent preselection of recipients is made based on the object selection.

You can now write a comment containing up to 500 characters.

Press Send and the colleague will be informed of your comment within the next 5 minutes

As in this example, you can write a comment on any of the other objects mentioned above.

Note: The delivery of the comment can take up to 5 minutes

This comment function is not a real-time chat within which you can reply immediately. It can take up to 5 minutes between sending and notifying the recipient.

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