In AbaNinja, you can add comments to any customer document (e.g. quotes, orders, delivery notes, invoices). This feature is intended for internal notes as well as communication with your customers. Comments can be recorded as internal or public comments.
Internal comments are only visible to you and your employees. They are used for internal coordination, e.g. for hints, questions or special agreements that are not intended for the customer.
Public comments can be made visible to your customers after sending the document by email. This is suitable for questions, additional information or individual hints regarding the respective document.
Comments can only be added as public comments after sending a document by email. Before sending, comments are always internal.
Use internal comments to record important information for your team without the customer seeing it.
Public comments are suitable for giving your customers direct feedback or additional information in the customer portal.
All comments remain stored with the document and can also be viewed later.
You will find the comment function in the detail view of the respective document under the "Comments" section.
This feature is only available with a paid subscription.
Example comment function via the AbaNinja customer portal
External comments can be used to communicate directly with the recipient of documents via the customer portal.
The customer can now enter a comment directly on the documents received in the Customer Portal.
A submitted comment is displayed in AbaNinja via the Inbox, which can be used to access the corresponding document directly.
By activating the Public Comment function, it is possible to respond directly to the customer's enquiry.
The customer will now receive an email indicating that a new comment has been received. The customer can view this comment directly in the Customer Portal via the link contained in the email.
Note:
The Public Comments function can only be activated in the edit screen in AbaNinja if:
an email address has been entered for the document
if the document has already been sent by email
Requirements:
This function is only available with a paid subscription.
Comments
In AbaNinja, you can add comments to any customer document (e.g. quotes, orders, delivery notes, invoices). This feature is intended for internal notes as well as communication with your customers. Comments can be recorded as internal or public comments.
Tips and hints
Example comment function via the AbaNinja customer portal
External comments can be used to communicate directly with the recipient of documents via the customer portal.
The customer can now enter a comment directly on the documents received in the Customer Portal.
A submitted comment is displayed in AbaNinja via the Inbox, which can be used to access the corresponding document directly.
By activating the Public Comment function, it is possible to respond directly to the customer's enquiry.
The customer will now receive an email indicating that a new comment has been received. The customer can view this comment directly in the Customer Portal via the link contained in the email.
Note:
The Public Comments function can only be activated in the edit screen in AbaNinja if:
Requirements: