Comments & @Mentions Improve Internal Communication

With comments and @mentions, you and your firm will be able to operate faster and more efficiently as you have conversations in the right context.

3 min read

canopy product update comments and mentions

 

What's new:

Within emails and the Global inbox, you will now be able to have conversations in the right  context, thanks to our new sidebar feature. When viewing an email, instead of forwarding it to a colleague to ask a question or even having unnecessary and redundant back-and-forth emails with a client, you can simply start a conversation with a colleague in the sidebar. Conversations in context allow for:

  • Less back and forth
  • Faster, more efficient internal communication
  • Greater displays of professionalism to clients
  • Fewer meetings
  • Less confusion

Once a conversation has been started and a coworker has been tagged, or @mentioned, you will then be able to locate that conversation directly on the email thread within the email inbox or in a new tab in the Global Inbox, called the comment inbox.

You will also have new notifications for these comments, whether you’re being notified of a new comment on the thread, or you’ve been @mentioned in a new thread or a response.

How it works: 

When viewing an email, if you need to ask a colleague a question or ask them to complete a task that can be done quickly, simply click on the comment box on the right and a side menu will fly out.

 

 

Tag/@mention a colleague to begin a conversation. They will receive a notification as a banner, badge, or email.

 

Once a conversation has been started, you will be able to manage them from the comment inbox. When there are several conversations based on different emails and clients, using the comment inbox will be the easiest way to manage those conversations.

 

After accessing the Global Inbox from the Global Menu on the left, you’ll see you now have two inboxes to choose from at the top of the screen. Select the comments tab to see a list of all conversations you have.




 

In the comment inbox, you’ll see a red line indicating an unread message. You will also be able to sort, filter, and search all comments. The client’s record will be hyperlinked at the top of the comment thread as well as the email.

Why it matters:

Conversations in context save time and effort. It can be exhausting and frustrating to over communicate. It is not a skill that comes naturally to many of us. By having a conversation in context, it saves us from having to provide context for our comment or question. It also saves the person on the receiving end from being caught off guard or out of context and, thus, feeling confused and having a plethora of questions.

You and your firm will be able to operate faster and more efficiently as you have conversations in context.

Where to find it:

Client Management module.

Get started:

Find more information by clicking the links below.

Comment on an email.

Remove a team member from a comment feed. 

React to a comment. 

Use the comment inbox.