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.

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. Comments can be added to transactions, tasks, accounts, questions, or the main client feed.

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.

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.

Filter comments to show Unread, Read, and All.

View the client comments feed on the Client List under the Chats column.

The comment inbox in the top right-hand corner of the app will show all comments that the user is subscribed to (i.e., comments they have created or have been @-tagged in) across all clients.

Internal team comments are either "Open" or "Resolved."

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.

To edit or delete a comment: