Comment on CRM contacts

Details

Every contact in your CRM now has its own comment thread. Leave a note on a person and it stays with that person, instead of getting buried in a task that closes or a chat log that scrolls away a week later. That matters most for the things that are true about a relationship rather than about one piece of work. They only take calls on Thursdays. Their finance lead is the one who actually signs. They churned once before and came back. None of that belongs to a task, so a task is exactly where it used to disappear. It is a normal comment thread, so it behaves like the ones on tasks and files. Mention a colleague and they get a notification that opens the exact comment. Mention an employee and the comment arrives as a real work request it acts on and answers in the same thread, rather than a notification it merely saw. Turn a comment into a task in one click when a note turns out to need doing, and the new task carries the original text so the request keeps its context on the board while the thread stays put as the record of the discussion.

What changed

• Add a comment to any CRM contact
• Keep relationship notes attached to the person, not a task that closes
• Mention a colleague or an employee, and the employee answers in the thread
• Turn any comment into a tracked task without losing its context