Contact comments

Internal team notes about a contact — context, preferences, history, anything you need to remember between calls. Strictly internal: clients and the contact themselves never see them.

Where to find it

Contact profile → Comments tab

Who can use it

Anyone with access to contacts can read. Editing a comment requires being the author, or edit access on contacts.

Direct URL

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

🔒Requires permission:Contact Read

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”. They live with the contact so future you (and your teammates) have full context.

Screenshot pendingThe Comments tab on a contact profile: a text area to add a new comment at the top, a stack of existing comments below ordered newest first, each with author name and timestamp.

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

Adding a comment

The text area at the top of the tab is where new comments go.

1. Type your note

   Plain text, multi-line. No formatting required — these are quick notes, not formatted memos.

2. Click Save

   The new comment appears at the top of the list with your name and the current date/time. There’s no character limit — write as much context as you need.

Reading the history

Existing comments stack below the text area, newest first. Each comment shows:

• The author’s name
• The date and time it was posted
• The full text of the comment

When the contact has many comments, the tab title gets a small grey count next to it — “99+” at 100 or more — so you can see the conversation density at a glance.

Editing or deleting

Hover any comment to reveal an edit and a delete icon on the right.

• Edit — opens the text in place. Make your change, click save. The comment shows an “edited” marker so teammates know it was modified.
• Delete — asks for confirmation. Once confirmed, the comment is gone. Use sparingly — comments are part of the audit trail.

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

Privacy — who sees what

Note

Internal only. Comments are strictly internal. Clients and the contact themselves never see them. Even if the contact gets a forwarded email or document from Nextal, comments are excluded.

Who can do what

What you want to do

What you need

Read the comments

Access to the contact

Add a comment

Access to the contact

Edit or delete your own comment

Access to the contact

Edit or delete someone else’s comment

Edit access on contacts

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. Even though every comment shows a timestamp, including a reference like “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.