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You are currently viewing documentation for version 3.0 which is not a long-term support release. The latest long-term support release is version 2.6

Comments

You Oro application enables you to add comments on details of an activity. For instance, you may want to comment on a task or a logged call that was made, or possibly comment that you can’t attend a particular meeting.

Important

By default, the list of activities available for each entity is determined by what is most commonly used by businesses. However, if your company’s work process requires it, you can always turn the desirable activity on for almost any entity (except technical ones). If you need particular activities to be enabled for an entity, contact your administrator, or see steps 4 and 5 of the Create an Entity action description.

Note

See a short demo on how to add comments, or keep reading the guidance below.

How to Create and View Comments

Once a record or an activity have been created, a comment can be added to it from:

  • The page of a specific record
  • When editing a specific record
  • The page of an activity-related record

Caution

The ability to view and write comments depends on the permissions and role settings defined in the system for the Comment entity.

To add a comment:

  1. Click Add Comment.
  2. Enter the comment into the text-box.
  3. Click Choose File to upload a file to your comment.
  4. Click Add to save the comment.
../../../_images/AddCommentToTask.png

Hint

You can edit the Comment entity and add new fields if required.

Note

Comments for cases have an additional Make Public check box when your Oro application is integrated with Zendesk. This enables you to make a specific comment public in Zendesk.

../../../_images/comments_case.png
Browse maintained versions:3.01.122.02.32.6

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