CHANGE IT BACK
complete
Ryan Le Roux
Merged in a post:
Change comments default to open or give us setting
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Cortnie Fetzer
Allow the comments box to default to open comments and not all! Please also change the layout to give us a line break as the worlds look all mixed up.
If the default cannot be open comments for all then please allow a setting option for that?
Ryan Le Roux
Merged in a post:
Comments Update
Rachel Phelps Hanson
Much less user friendly and harder to decipher what is what and what's needed. I really would like the old version back.
Ryan Le Roux
updated the status to
complete
We’ve made many improvements to the new experience to make comments easier to understand, scan, and act on.
Comments now include more helpful context, such as persistent filters, client information, location, comment type, task status, resolution status, and due date information where relevant. We’ve also improved the colours and layout for better accessibility.
If there are additional improvements you’d like to see, please create new Canny posts so we can continue tracking and prioritizing feedback.
S
Susan Rahn
Ryan Le Roux Great updates! however I can't tag someone in the comment without opening the task/transaction/question it's related to. Once I click on the person (@soandso) the whole comment closes.
Ryan Le Roux
Susan Rahn: This is a known bug we are actively working on right now. Should be fixed soon.
Ryan Le Roux
Susan Rahn: Fixed :)
Ryan Le Roux
updated the status to
in progress
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Christy Najjar Ntuk
having a super hard time reviewing comments now - can't easily see which client it belongs to, have to click through - feels tight and squished and messy
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Cortnie Fetzer
I sent a whole thing to them they reached out hopefully they are hearing us on this! This is part of our regular workflow to make this thing a mess is no bueno!!! I suggested comments should just have its own “view” in tasks view!!!!!
Ryan Le Roux
Citlalli U Shot you an email to follow up on this feedback.
Ryan Le Roux
updated the status to
under review
Ryan Le Roux
Rachel Phelps Hanson Appreciate the note, Rachel. Just emailed you to get a bit more detail so we can improve this.
Ryan Le Roux
Hey Cortnie! You can switch from unread comments to open comments on the Client List by going to Practice Management → Workflows → Global Settings and enabling "Display open comment count". This will show open comments on your client list instead of just unread ones.
All comments are "Open" until resolved.
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Cortnie Fetzer
Ryan Le Roux this box is so hard to work through! I think this is a poorer desgn.
The last one I knew exactly where I was this one I have to go back and forth and keep clicking on the wrong thing because I cannot see the separation.
I have it set to open now that you guys have that option.
There are a lot of complaints already not having an option to chat with staff and this was my go to, now I am not sure we will be able to use this...
Ryan Le Roux
Cortnie Fetzer: Shot you an email to follow up on this.
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