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How to Use the Comments Tab in the Customer Profile

Learn how to access and use the Comments tab in the customer profile, including adding @ mentions, submitting comments, and understanding notification alerts for your dealership team.

By Dominik Black

In this guide, we'll learn how to use the comments tab within a customer profile. You will see how to view, add, and mention colleagues in comments. This helps your team share information and keep everyone updated.

Let's get started

1
This article covers the comments tab in the customer profile. To access this tab, click Comments.
Step #1: This article covers the comments tab in the customer profile. To access this tab, click Comments.

2
All comments from colleagues will be displayed. These comments cannot be deleted or modified.
Step #2: All comments from colleagues will be displayed. These comments cannot be deleted or modified.

3
You can add an @ mention for any user in your dealership to the comment...
Step #3: You can add an @ mention for any user in your dealership to the comment...
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...and write your message.
Step #4: ...and write your message.

5
Once this is done, click the Add button to submit your comment.
Step #5: Once this is done, click the Add button to submit your comment.

The user you mentioned in your comment will receive a notification at the top of their notifications, indicated by the bell icon.

6
Click here
Step #6: Click here

If you still have questions after consulting this article, please feel free to contact our support team at: support@tractiondk.zohodesk.com