Overview
As a requestor, you can communicate with others on a service request by using the Comment feature from the Feed location within the request.
Comment
1. Select someone in the contact group that will be notified of your comment via email.
- For the gift agreement workflow, contact the Advancement & Partnerships legal coordinator if someone requires notifications but is not listed in the contact group.
2. The comment body allows you to modify fonts and add pictures, tables and links.
3. Clicking Save will post the comment in the request feed and send notifications.
Notify
The Notify field allows you to select multiple people to receive an e-mail with your communication in it. If nobody is selected for the notify field, your comment will be added to the request feed, but no one will receive an e-mail alert with your comment.
The notify field will list individuals who are connected to the request. This will include the person who created the request (Creator). The person who the request is for, if different from the creator (Requestor). The person who the request is assigned to (Responsible). Along with additional entities such as reviewers or contacts who were added to a request (Contacts). If there is someone that you are trying to communicate with someone not listed as an option to select, you will not be able to notify them using this method.
Body
The body is where you can add your comment. Within the body field there are options to format (i.e. bold, italics, underline), change the font, or size, of your communication. The body will also allow bullets, photos, tables, and links. This formatting will appear in the feed for the person viewing it.
View Comments in Request Feed
To only view comments in the request feed, check Comments and Apply filter