Private Comments

Private Comments are inter-office communication: status updates, observations, and context written by your team, for your team. (In the app, the section is headed Private Discussion, same thing.) They are never part of the client’s case file, and the client portal has no way to display them. That’s the entire point: this is the one place on a record where you can write freely about the work without it being something the client receives with their file.

The dividing line: if it documents the representation, it belongs in Notes & Attachments (the case file). If it’s the firm talking to itself (staffing notes, candid impressions, internal status), it belongs here.

One Thread, Gathered From Related Records

Comments roll up from related records so the conversation is never scattered. Each record type gathers a specific set:

• A task shows only its own comments.
• A campaign also shows comments from its tasks.
• A lead also shows comments from its tasks and from its clients.
• A case also shows comments from its tasks, from the lead it came from, and from its clients.
• A contact also shows comments from the leads and cases they’re involved in, and from tasks related to those.

A gathered comment is labeled with its origin (the task’s title, the lead’s or case’s name, or the contact’s name), so you always know where it was written.

Writing, Editing, Deleting

Comments are stamped with their author and time, newest first (you can flip the sort order, and Outlaw remembers your choice). Press Ctrl+Enter (Cmd+Enter on a Mac) to post without leaving the keyboard. A comment can be edited or deleted only by its author, an admin, or the firm owner. Editing re-stamps the comment with the editor and the edit time; clearing a comment’s text deletes it (after a confirmation).

Where You’ll See It

Private Comments appears on every record: a case, lead, contact, task, and campaign (and never in the client portal).