Comments into Conversations
A
Agnes Lorenzo
There doesn’t seem to be an automation option to move Comments into Conversations when an item’s status changes, so this currently has to be done manually. Would it be possible to add this as a feature so we can better maximize the Conversations functionality?
For context, we’ve created a client portal in Softr. One of the buttons allows clients to add a note, and that note is sent to the Comments field in SmartSuite. Ideally, when we change the status of a specific item to Not Approved, we’d like any notes left in the Comments section to automatically be moved into Conversations.
Even better, it would be ideal if any notes our clients leave on the Softr client portal could go straight into Conversations by default. Is this currently possible, or is it something that could be considered for a future update?