Client comments

Leave internal notes on a client account that only your team can see — context, preferences, history — with @mentions; archive the ones that no longer matter. With the CRM module, log your calls and meetings too.

Where to find it

Client profile → Comments tab

Who can use it

Anyone with access to clients

Direct URL

https://app.nextal.com/clients/<ID>?tab=comments

🔒Requires permission:Client Read

What it does

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 the 2025 renewal”, “avoid scheduling demos on Fridays — leadership debrief day”. The tab is a feed of notes, newest at the top; each note is written in a side panel, with a rich-text editor and @mentions that notify the person you mention. It works exactly like the candidate’s Comments tab — plus the comment types described below if your organisation has the CRM module.

A comment written on a contact also shows up here, on each of that contact’s clients; editing or archiving it from either profile updates both.

Screenshot pendingThe Comments tab on a client profile with the CRM module: the Add comment, Log a call and Log a meeting buttons at the top, the All / Calls / Meetings / Notes / Mine / Archived chips, the sort and the search, then the feed — each card carries a Note, Call or Meeting chip after the author's name — and an archived note dimmed at the bottom.

The Comments tab, CRM module on. Every card carries its type; archived notes stay visible, dimmed, at the bottom of the feed.

Reading the feed

Each note shows its author, the date and time, and its text. Mentioned people stand out in blue. With the CRM module, a chip after the author’s name gives the type: Note, Call or Meeting.

Above the feed:

• the All, Mine (the ones you wrote) and Archived chips, with their counts;
• with the CRM module, between All and Mine, the Calls, Meetings and Notes chips, which filter the feed by type;
• the Newest first / Oldest first sort;
• a search across the text and the authors.

Adding a comment

1. Click Add comment

   The panel opens on the right, with the client’s name on the About line.

2. Write

   Rich-text editor — bold, lists, links. Type @ to mention a colleague.

3. Save

   The note appears at the top of the feed.

Logging a call or a meeting (CRM module)

Available with the CRM module (contact Nextal to enable it). Every comment then carries a type — Note, Call or Meeting — and the tab gains two shortcuts next to Add comment:

• Log a call opens the panel with the Call type already selected, and the editor suggests what to capture: who you talked to, what was agreed, next step.
• Log a meeting does the same with the Meeting type: who was there, what was decided, next step.

In the panel, a Type field with three buttons — Note · Call · Meeting — sits between the About line and the editor; you can change the type before saving, including when editing an existing comment. The panel’s title follows the chosen type. Comments written before the module was enabled are notes.

A call logged on a contact also shows as a Call on each of that contact’s clients: log it once, from whichever side you are on.

Editing and archiving

Hover one of your notes: the Edit and Archive buttons appear. You cannot edit or archive a colleague’s note.

• Edit reopens the panel.
• Archive takes the note out of the current feed: it moves to the bottom, dimmed, with the mention archived · date, and stays readable under the Archived chip. Restore puts it back. Nothing is deleted.

Note

Internal only. Comments are strictly internal. The client and their contacts never see them — not on a forwarded candidate, not on a shared document.

Mentions and notifications

Type @ in the editor to open the list of your colleagues. Pick a person: on save, they receive an email telling them about the note. Mentions are internal too — the mentioned person sees the note; the client never does.

Tips

• Capture context that survives a team change. When you hand off a client to a new account manager, the feed is what they need to read first.
• 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.
• Archive rather than let it linger. An outdated note, archived, keeps the history without cluttering the feed.
• Log the call right away (CRM module). Two lines just after hanging up beat a paragraph the next day — and the Calls chip gives back the conversation history at a glance.