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Private Discussion
Private Discussion

What do I put for private discussion?

Updated over 4 months ago

Overview

Private Discussions can be used for notes that you do not want in the client record.

These could be status updates, or other notes that would help another user understand what is going on.

Private discussions are available for all major sections in Outlaw Practice (e.g. tasks, contacts, campaigns, leads and cases).

Related Discussions

The Private Discussion area will pull discussions from related areas into one spot. For example, if you are in a case, the Private Discussion area will include discussions from the case, tasks related to the case, the lead related to the case, and clients related to the case. If you are in a Contact, it will include discussions related to the contact, including tasks, leads and cases.

It is easy to tell where a discussion originated based on the icons, formatting and title added to these messages. For example, the money bag iconmeans the comment was made in a Lead.

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