Comments between users
Double’s comments feature enables team collaboration through comments on tasks, transactions, accounts, clients, and more.
All comments are internal to the practice and are never visible to clients.
Leaving Comments
Users are able to leave comments anywhere that has a chat bubble icon.
When a team member is @-tagged, a notification is sent to their comment inbox and email (given comment notifications are enabled in their user settings).
Comments can be added to transactions, tasks, accounts, questions, or the main client feed.
Email notifications
Comment notification emails will look something like this:
Comment notification emails only send once every 15 minutes, and group all the unread comments together. If a comment is read by the user before the email sends, it will not be included in the comment notification email.
Month-end close comments
Clicking the Comments button at the top of a close page opens the client comments feed.
This feed displays all comments left in the client's close or on related objects such as transactions, questions, or accounts.
Filtering
Filter comments to show Unread, Open, and All.
Client-related comments at a glance
View the client comment feed(s) on the Client List under the "Comments" column.When the "Display open comment count" feature is enabled, this column will also show the number of open (pending action) comment threads for each client.
To add/remove the comment count from the client list:
Navigate to Practice Settings in the Double application.
Go to Practice Management > Workflows > Global settings.
Locate the option labeled Display open comment count.
Turn on this setting. Once enabled, the "Comments" column in the Clients list will display the count of open comment threads for each client.
The user's comment inbox
The comment inbox (top right-hand corner of Double) will show all comments that the user is subscribed to.
A user is considered "subscribed to" any comment threads they have created or have been @-tagged in, across all of Double.
Comment statuses
Internal team comments are either "Open" or "Resolved."
Open: still pending further action
Resolved: no further action required
Comment statuses are global, so everyone on the team can easily see which comments still need to be resolved. Users can also see which user resolved or reopened a thread with timestamps of when the action was done.
Any user can mark any thread as open, and @-tagging a user in a thread will also automatically mark a thread as open.
Update existing comments
To edit or delete an existing comment,
Hover over the message
Select the three dots (...)
Choose to Edit or Delete the comment
