INTENDED SEARCHES: note, comment, history, activity, internal note
Notes, comments, and history records are related but not the same.
General meaning:
- Notes are usually written information added by a user.
- Comments are usually discussion or record-specific communication.
- History shows activity or changes that happened on a record.
Use notes for important context, comments for discussion, and history to review what changed.
Before adding notes or comments, confirm whether the content is internal or customer-facing.
Before saving or relying on this record, check:
- Correct record.
- Internal vs customer-facing.
- Clear wording.
- No private info in public areas.
Why this matters:
Good notes help future staff understand the record. Bad notes create confusion and liability.
Support note:
If the customer cannot find the option, cannot save the record, sees different fields, or receives an error, they should contact support with the record name, page they were on, what they clicked, and a screenshot if possible.
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