Before you start using Clever Comments it is recommended to complete the Comments Setup Page.

When installing on a SaaS environment you will be automatically prompted to complete the setup on install of the app. Alternatively the setup can be accessed from either the Assisted Setup page of by searching for Comments Setup.


Assisted Setup Selecting this option will run the Clever Comments Assisted Setup Wizard which can be run to guide you through the setup required for Clever Comments.
Setup Selecting this option will allow you to open the pages for creating Comment Types and Standard Comments.
Default Configuration

Please refer to this Page for more information Clever Comments - Default Configuration.


If existing comments are yet to be converted to the new format required by Clever Comments you will also see an action at the top of the Page to upgrade comments. See Upgrading Existing Comments for more information.


Within the setup screen itself you can optionally enable some additional functionality for Clever Comments:

Comment Type Mandatory

Using this option, you may set the Comment Type to be mandatory. This can be useful if you want to enforce that a comment type is selected when creating a new comment, to ensure inheritance rules are applied. 

Note - This setting only applies if there are Comment Types configured for the system area the comment is being entered against.

Comment Sorting

You can also select the Comment Sorting. This determines the order for which comments will be displayed on the comment sheet. Select Oldest First (default) to show comments by creation date/time with the oldest comment at the top of the list or Newest First to show the most recent comment at the top of the list.

Note - Comments are sorted based on their creation date and not the last time they were modified.