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Using Comments and @mentions
Table of Contents
Introduction
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Here are some instances where you can use @mentions:
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Where can you view comments and @mentions
Comments and @mentions are displayed under the Activity section of a record’s Summary View.
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Feature Availability
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Using Comments
Click on the comment space in the Activity section of a record’s Summary View to write a comment. To mention a user, type ‘@’ followed by the username.
Comment actions
Let us take the example of Contacts' Summary View to learn about comment actions.
- Posting a comment
Click on the comment space. After writing a comment, click Post to post it. Posted comments can be seen in the Activity section.
- Editing a comment
Hover on the comment and click the Edit icon to edit the text.
Hover on a comment to react or reply to a comment, to copy direct comment link, and create a sticky note from the comment.
- Reacting to a comment
Click the React icon to react to the comment with one of these seven emoticons:

Reactions are displayed below the comment. Click the icon beside the emoticon to view the names of users who have reacted to the comment.
- Replying to a comment
Click the Reply icon to reply to a comment. Click Post to post it.
- Copying direct comment link
Click the Direct Link icon to copy the comment link. You can share the comment link with a user to direct him or her to the comment.
- Creating a sticky note
Click the Sticky Note icon to display the comment as a sticky note. Sticky notes are displayed on top of the Activity section.
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Possibilities on the Comment Box
The comment box supports formatting text, attaching files, and inserting pictures, links, and emoticons.
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Formatting text
You have the options of Bold, Italic, Underline, and Strikethrough to format text in a comment. You can also set text size, insert numbered and bulleted lists, and increase or decrease indent.
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Attaching files
You can attach files to a comment from your local computer or from Documents in Vtiger CRM.
Click the Attach Files drop-down and:
- Choose From Computer to browse through your local computer to find a file.
- Choose From CRM to browse through your documents in the Documents module to find a file.
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Inserting pictures and links
Click the Image icon to insert a picture within the comment by setting up Image Properties.
The Direct Link option allows you to insert clickable URLs, anchor text, email IDs, phone numbers. Clicking on email IDs or phone numbers in comments opens the email or phone client installed on your local computer to send an email or place a call.
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Inserting emoticons
Along with text, you can add emoticons in a comment. Click the Emoji List icon and select an emoticon to add it to your comment.
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Setting up alerts for @mentions
You can enable alerts for individual or group mentions in order to get notified when somebody mentions you or your team. This can be done by going to Main Menu > Essentials > Actions > Configuration > Mentions.
Follow these steps to enable mention alerts:
- Click the Main Menu.
- Go to the Essentials tab.
- Select Actions.
- Click the More icon and select Configuration.
- Click the Mentions tab.
- Turn on the toggle button to enable alerts.
Mention alerts are displayed under Main Menu > Essentials > Actions > Notifications > Mentions.
Exporting Comments
Vtiger CRM allows you to export comments to your local system through Reports. You can create a report on comments in the same way you create reports on other modules. After creating the report, you can download it as a .csv or .xlsx file.
Follow these steps to export comments by creating a report:
- Click the Main Menu.
- Go to the Dashboard tab.
- Select Reports.
- Click Add Report button.
- Enter the report name, select a report folder, and the primary module as Comments.
- Click Save and Continue.
- Enter the following details:
Report Details: Choose what data to show and how to group report data.
- Click the Report Properties tab.
- Select fields under Group by Row and Group by Column, based on which report data will be grouped or sorted.
- Select Data Fields to display in the report.
Filters: Add conditions and filter comments.
- Click the Filters tab.
- Set up All Conditions if you want to apply multiple conditions and all of them must be satisfied to pull data for the report.
- Set up Any Conditions if you want to apply multiple conditions and at least one of them must be satisfied to pull data for the report.
Charts: Select a chart type to generate the report.
- Click the Charts tab.
- Select Chart Type and chart sub-type.
- Enter Chart Properties.
- Click Save and Run. The report is generated.
- Click the Export button located on the top right corner of the report.
- Pick a format:
- Export CSV to download the report in .csv format
- Export Excel to download the report in .xlsx format
The report will be downloaded in the selected format.