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Nextal Help

Client comments

Internal team notes about a client — context, preferences, history. Strictly internal: the client never sees them.

Where to find it
Client profile → Comments tab
Who can use it
Anyone with access to clients can read. Editing a comment requires being the author, or edit access on clients.
Direct URL
https://app.nextal.com/clients/<ID>?tab=comments

The Comments tab is for the kind of notes that don’t fit anywhere else: “key relationship is with Marie in HR — defer to her on candidate fit decisions”, “payment terms negotiated to Net 60 in 2025 renewal”, “avoid scheduling demos on Fridays — leadership debrief day”.

Write a new comment at the top; existing ones stack below.

Adding a comment

  1. Type your note

    Plain text, multi-line. No formatting required.

  2. Click Save

    The new comment appears at the top of the list with your name and the current date/time.

Reading the history

Existing comments stack below the text area, newest first. Each one shows the author’s name, the timestamp, and the full text. The counter on the tab title shows total comment count (“99+” at 100 or more).

Editing or deleting

Hover any comment to reveal edit and delete icons.

  • Edit — opens the text in place; save when done. The comment shows an “edited” marker.
  • Delete — asks for confirmation.

You can always edit and delete your own comments. To edit or delete someone else’s, you need edit access on clients.

Privacy

Who can do what

What you want to do

What you need

Read comments

Access to the client

Add a comment

Same

Edit / delete your own comment

Same

Edit / delete someone else’s comment

Edit access on clients

Tips

  • Capture context that survives a team change. When you hand off a client to a new account manager, everything in comments is what they need to know.
  • Date-anchor your notes. Including “as of Q1 2026” in the text itself makes it easier to find later.
  • Use comments for things that don’t belong in emails. Pricing, internal complaints, candidate feedback — anything sensitive lives here.