Summary
Admins can add 'Comments' to Membership records, providing a simple way to track notes, updates, and other important information that isn’t tied to automated system fields. This flexible tool can be adapted for a variety of purposes, from recording admin tasks to tracking offline sales. You can also @-mention other admins to notify them, and reply to comments to keep conversations in a thread.
Example Use Cases
Adding internal notes for other admins
Flagging a membership for another admin to review, verify, or approve
Tracking updates to a member’s profile or membership details
Recording completed or pending tasks
Logging sales outside of Join It (such as merchandise sales)
So much more! The possibilities are endless. :)
How to Add a Comment
Search for the member in your admin dashboard.
Open their Membership record.
Click Add a Comment and enter your text.
Screenshot Description - Example of a Comment
Mentioning Another Admin
To bring another admin into the conversation, type @ in your comment and select their name. When you post the comment, the admin you mentioned will receive an email notification that includes your comment and a link to the Membership record.
If the comment is part of a thread, the email will include the other comments in that thread too.
Replying to a Comment (Threads)
Click Reply under any comment to respond directly to it. Replies are grouped under the original comment, so related discussion stays together. You can keep replying in the same thread or start a new top-level comment at any time.
Comment Details
Comments are admin-only - members cannot see them.
There’s no character limit and no limit on the number of comments per member.
Comments support plain text and basic emoticons entered through an emoji keyboard (support may vary by device or browser).
Comments can be deleted by clicking on the timestamp.
Comment Limitations
Clickable links are not supported (text will display as plain text).
Images, HTML, and Markdown are not supported.
Frequently Asked Questions
Can admins edit comments?
No, Comments can only be deleted, not edited at this time.
Who can I @-mention?
You can mention other admins in your organization. Members can't be mentioned, and they never see comments.
What does the notification email look like?
The admin receives an email saying they were mentioned in an internal comment, with the comment text (and any thread it belongs to) and a button to view the Membership record.