Comment Field - Add additional comments | Voters

Comment Field - Add additional comments

under review

John Munley

Have the ability to comment on a previously entered comment on client card. (editing not allowed but should be able to add additional information after the fact if necessary - similar to Redtail)

January 29, 2021

Austin Hon

Ron Gorodetskyn under review for almost a year. Any chance of this happening?

Alastair Pursch

Thanks for your comment Austin Hon!
We're planning to add this functionality, and are designing ways to further enhance communication on the Hubly platform.
Would you like us to run our designs by you for feedback, when they're ready?

Austin Hon

Alastair Pursch: Sure, always happy to help! I can show you what workflow and why this request came to mind for me.

Alastair Pursch

Austin Hon: Great!

Blair Owens

"Would be great to have comments time stamped as well" From Dan Kinney

Benjamin Fayle

Merged in a post:

Link to view Comment in CRM

Lori Givens

In Redtail, comments can be added to Notes (comments in Hubly) which can serve in place of editing the content; however, there isn't a way in Hubly to either add additional verbiage or see that it exists.

January 6, 2023

Audra Skaryd

I agree with not allowing editing for previous comments and adding "replies" or additional comments. Wealthbox does this very well too.

Ron Gorodetsky

marked this post as

under review