Working with cash flow and with COMMITLY often leads to topics or questions you want to note down or share with others.
Commenting on data
You can comment wherever you see the comment icon.
Clicking the comment icon of a record opens the record's side panel. You can leave comments there.
From the Business Edition, you can mention your team members in comments with @. Typing the @ character shows the list of all available team members.
What can you do with a comment?
You can
comment
like comments
reply to comments
mention team members with @
set topics with hashtags #
What can you comment on?
Transactions
Open items
Budgets
Plans
If you mention a team member in a comment, that member receives an email notification.
Viewing all comments per area
In the areas TRANSACTIONS, OPEN ITEMS and PLANNING, there are comment icons at the top of the screen. Clicking one opens ALL comments on all records
Home - the communication center
The Home screen brings together all comments from all areas in one clear view. You can also leave general comments on the Home screen.
On the Home screen, you can pre-filter by
comments
mentions and
activities
Within this selection, you can then also filter by
user
type and
hashtag
.
The Home screen is the start screen in COMMITLY. If you prefer to start in the Insights area (formerly Dashboards), you can set the start screen in your profile. We have described it here.
Activities
Who matched the open item?
Who created the plan?
Did I change this budget?
You can answer these questions with activities.
Use the ACTIVITIES selection and apply the additional filters as needed.
In addition to your team's activities, you also see all changes and adjustments made by the system there.
