Sticky notes keep a discussion beside the product detail it concerns. The note's field, record type, thread, and privacy mode determine its audience.
Choose the audience before posting
- Quote and order field notes normally open in shared mode for the other company.
- Private fields can open in team-only mode. Some private fields do not allow switching to shared mode.
- Project notes open in private mode by default.
- Check the recipient prompt and privacy control each time, including when replying to an existing thread. Do not assume every field note is internal.
Add a note
- Open the relevant Project, Quote, or Order, then select a product to open Product Details.
- Select the field you want to discuss and review its existing thread.
- Choose the available privacy mode for the intended audience, write the message, and add permitted attachments or mentions if needed.
- Review the recipient prompt before sending. Use the record's chat conversation when the discussion is broader than one field.
For annotations attached to an image, see Image Comments.
