Sheets are where PeopleGlass users complete their work. Did you know that it's also a powerful collaborative tool?
Commenting, in combination with sharing, is a way for users to collaborate with teammates asynchronously and work from a single source of truth to create robust spreadsheets and work with CRM data in real-time.
Note: Currently, users cannot comment on custom columns.
Much like a Google Doc, commenting in PeopleGlass is designed to enable users to tag teammates, leave notes, ask questions, and put data in context.
Comments within a Sheet are created at the field level, tied to a singular cell, and only exist in PeopleGlass and will not appear in Salesforce.
This comment will be visible anywhere this record appears within PeopleGlass. Anyone who has access to this record within your organization will be able to see and reply to the comment.
Making a Comment
To leave a comment, right-click on any field on your Sheet. Within this dropdown menu, you'll see an option to add a comment.
Alternatively, you can click on any field and then select the Comment icon in the top-right of your Sheet.
Once you add a comment, it will be tied to the field, and anyone who has access to that field will be able to see your comment if it appears on their Sheet.
In addition to that, anyone who has access to the record being commented on will be able to see the comment if it appears in their Sheet.
Mentioning Team Members
You can tag a teammate in a comment by typing in @ followed by their name, and selecting the desired user in the suggestions dropdown. Users' names are populated from Salesforce. It is not possible to tag non-Salesforce users.
Viewing Comments
Comments on a Sheet will be displayed as a blue bubble within the cell being commented on. This bubble will include a number that reflects how many comments are in the thread.
Clicking the cell allows you to view the comment thread and add additional comments or tag other team members.
Editing and Deleting Comments
To edit or delete a comment, click on the three vertical dots in the top-right of the comment modal. From there, select your choice and click the Save button.
Marking a Comment as Resolved
If you are done with the comment thread and want to close it out, click the check icon in the top-right of the comment modal to mark the comment as resolved.
Notifications
When a user is tagged in a comment, they'll receive an in-app notification. This is found in the top-right corner of PeopleGlass.
Upon clicking on the notifications icon, you can view all past comment notifications.
Furthermore, users will also receive an email update informing them of the comment, just in case they aren't actively using PeopleGlass at the time.
Do you have any questions or want to learn more? Feel free to contact our Technical Success team at support@people.ai!