Overview
Comments can be used for note-taking or task management in bequests. You can set a due date or follow-up date so that incomplete comments are highlighted. You can also assign a comment to a specific user, and it will appear in their list. If you prefer, you can simply add comments as helpful notes without using these features.
When adding comments you can also make them dependent on another comment. For example, if a task described in an existing comment must be completed first, you can associate the two comments.
Comments will appear in the associated bequest profile, the decedent profile, and a special comment queue. In the queue, you can easily sort comments by status or assignee.
Comments can only be created within a bequest. For more details on adding a comment, see the article Add a Comment to a Bequest.
Learn More
To learn more about comments, see the articles below: