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Internal comments

Leave notes for other administrators on applicants, applications, decisions, contracts and milestones, mention people and attach files.

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Internal comments are notes your team leaves on a record. Only administrators see them; applicants never do. You find them in the Internal Comments panel on an applicant, application, funding decision, contract or milestone.

Add a comment

  1. Open the record and its Internal Comments.
  2. Type in Add a comment. Type @ to mention another administrator; they are told.
  3. Choose where to Post to if the panel offers more than one record.
  4. Optionally Attach a file.
  5. Optionally tick Create Task to create a task with the comment as its title, and choose who to Assign the Task to.
  6. Select Post.

The panel can show the comments on related records too. Filter it by record type.

Edit or delete a comment

Select Edit comment on your own comment to change it; it shows Edited. Select Delete comment to delete it and its attachments for every administrator. A task created from it keeps its title.

A mention or a notification links to the comment's own page, which shows the comment and every comment on the same record. Select Open the … to go to the record.

If you can read comments but not add to them, the panel says You can read these comments but not add to them.

You see a record's comments only if you can view the record itself. Your admin group's level for Internal Comments then decides what you can do with them, on every kind of record. With Read Only you read the comments, with no comment box, attachment or delete. With No Access the Internal Comments section does not appear at all, and nobody can mention you. See Admin groups.

See also

This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.