You often need to communicate internally about a contact, an appointment, a project or another process in Daylite. External chats have the problem that the visibility of the conversation for other team members is limited and that the link to the Daylite object is missing. With the Comments function of the Marketing&Chat plugin, it is possible to communicate with team members directly on the object in Daylite.
Comments include the following functions:
- Comment widget in Copilot
- Sending comments to individual users and teams
- Reply to previous comments
- Sending links
- Direct connection to the Daylite object
- Global comment view with different views
- All comments
- Unread comments
- Comments on active objects, for example open tasks
- Selection by recipients
- Selection by sender
- Delete your own comments
The visibility of comments is only restricted by the permission of the Daylite object. This means that all users can see all comments on objects to which they have access. Every user who wants to use comments needs a valid license for the Marketing&Chat plugin.
Related articles:
How do I create a comment on a Daylite object?
How do I receive a comment on a Daylite object?
What is the Copilot Tab?