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All CollectionsUsing MoonClerkRecurring Plans
How do I add a comment on a recurring plan for my team members in the MoonClerk dashboard?
How do I add a comment on a recurring plan for my team members in the MoonClerk dashboard?
Dodd Caldwell avatar
Written by Dodd Caldwell
Updated over 10 months ago

Comments are for internal communications with your team members. Comments are not included in exports nor can your payers see them.

1) Navigate to the Plans tab

2) Click on the Plan you'd like to comment on

3) Scroll to the Recent Comments section and click the "Add Comment" button

4) Type your comment and click "Save Comment"

5) Your team members can now view your comment. You can edit or delete the comment by click the the "Edit" or "Delete" links.

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