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Comments

The Comments widget keeps threaded discussions on the costing record so approvals, clarifications, and decisions stay next to the numbers. Pin critical notes, remove stale entries, or restrict sensitive threads according to your workflow policies. The thread becomes the authoritative correspondence history for audits and handovers. Use it for cost negotiation discussions, supplier pricing feedback, and margin review notes that would otherwise live in email. Locked threads keep commercially sensitive commentary visible only to internal costing and merchandising roles whilst preserving a full decision trail.

Costing Comments

Core Actions

These actions are available to all users with access to the costing record and allow for basic comment management.

Feature Description
Add Comment Use the input field at the bottom of the thread to add a new comment.
Delete Comment Remove obsolete or incorrect comments to keep the discussion thread tidy and relevant. Deleted comments are permanently removed from the thread.

Comment Management

These features help organise and control comment visibility and importance within the discussion thread.

Feature Description
Pin Comment Pin a key message to ensure it always appears at the top of the comment thread for high visibility. Pinned comments remain visible even as new comments are added below. Useful for important announcements, key decisions, or critical information.
Lock Comment Restrict a comment's visibility to internal users only, which is ideal for sensitive or administrative notes. Locked comments are hidden from external users (e.g., suppliers) but remain visible to internal team members.
User Attribution Every comment is automatically tagged with the author's name and a timestamp for clear accountability. The timestamp shows both the date and time the comment was posted, providing a complete audit trail. (System-generated)
Unread Indicator A blue dot appears next to new comments, indicating they have not yet been read by the current user. This helps users quickly identify new activity in the discussion thread. (System-generated)

Costing Comments Pop-up

Important Notes When Using Comments

Access Control: Comment visibility and management capabilities depend on your user role and permissions. External users (e.g., suppliers) cannot see locked comments, and only administrators and costing record owners can pin or lock comments.

Comment Deletion: Deleted comments are permanently removed and cannot be recovered. Exercise caution when deleting comments, especially those that may be referenced in other parts of the system or contain important historical context.

Audit Trail: All comments, including deletions, are logged in the costing history. This provides a complete audit trail of all discussions and decisions related to the costing record.

Sensitive Information: Use locked comments for sensitive or administrative information that should not be visible to external users. However, remember that all internal users with costing record access can view locked comments.

Pinned Comments: Pinned comments remain at the top of the thread regardless of when new comments are added. Avoid pinning too many comments, as this can clutter the top of the thread and reduce the visibility of new discussions.

Best Practices

Pin Key Decisions: Use the Pin Comment feature to highlight key approvals, decisions, or summary notes so they are easy for everyone to find.

Lock Sensitive Information: Use Lock Comment for internal notes or discussions that should not be visible to external collaborators or other teams.

Summarise Key Decisions: After a lengthy discussion, post a final comment that summarises the outcome or decision. Pin this comment so anyone reviewing the costing can quickly understand the conclusion without reading the entire thread.