Contact comments
Leave internal notes on a contact that only your team can see — context, preferences, what to remember between calls — with @mentions; archive the ones that no longer matter.
What it does
The Comments tab is for the kind of notes that don’t fit anywhere else: “called Tuesday, agreed to follow up after the holidays”, “prefers technical questions in writing”, “introduced to us by Marie at the QC conference”. 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.
A comment written here also shows up on each of the contact’s clients. With the CRM module (contact Nextal to enable it), contact comments carry the same types — Note, Call, Meeting — and the same Log a call / Log a meeting shortcuts as the client’s; see Client comments.
Reading the feed
Each note shows its author, the date and time, and its text. Mentioned people stand out in blue.
Above the feed:
- the All, Mine (the ones you wrote) and Archived chips, with their counts;
- the Newest first / Oldest first sort;
- a search across the text and the authors.
Adding a comment
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Click Add comment
The panel opens on the right, with the contact’s name on the About line.
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Write
Rich-text editor — bold, lists, links. Type
@to mention a colleague. -
Save
The note appears at the top of the feed.
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.
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 contact never does.
Tips
- Capture context that survives a team change. The description field on the profile is good for one-line summaries; comments are better for ongoing history.
- Date-anchor your notes. Including “as of Q1 2026” in the text itself makes it easier to find later.
- Use comments for things you don’t want to email. Anything sensitive — pricing discussions, internal complaints — belongs here, not in an email that might get forwarded.
- Archive rather than let it linger. An outdated note, archived, keeps the history without cluttering the feed.