Comments

Add threaded comments to any record and import email conversations from Gmail or Outlook to centralize communication alongside your lab data

Specs

Label	Value
Version	3.3.0 (updated on 2025-10-29)
Developer	Labii Inc.
Type	Section
Support Configuration	No

Overview

The Comments widget enables users to add threaded, timestamped comments directly to any Labii record, keeping all related communication in one place alongside experimental data. Users can manually type comments or import email conversations from Gmail or Outlook, eliminating the need to copy-paste external communications. Importantly, the widget operates in read-only mode — meaning comments can be added even when the record itself is locked — ensuring uninterrupted dialogue and comprehensive record-keeping throughout a record's lifecycle.

The Comments widget is not GLP compliant. Data entered cannot be used for patient applications or submissions subject to FDA regulation.

Use Cases

• Customer Communication Tracking: Log email exchanges with customers, leads, or vendors directly on a CRM record to maintain a complete communication history.

• Experiment Collaboration: Leave inline observations, questions, or reviewer feedback on an experiment record without altering the locked experimental data.

• Email Thread Archival: Import Gmail or Outlook email threads into a record to preserve the full conversation context alongside the related sample or project.

• Project Updates: Post status updates and discussion notes on project records so all team members have visibility into progress without switching tools.

• Audit Commentary: Add explanatory notes to completed or locked records during audits or reviews, since the widget accepts comments regardless of record lock state.

Configuration

The Comments widget requires no configuration. It is ready to use immediately after being added to a record — no setup or adjustment is needed.

Because the widget has no configuration, the same comment thread interface is available on every record in the table automatically.

Interface

Read-only View

The widget displays a chronological list of comments. Each entry shows the commenter's name, the timestamp, and the full comment content. Action buttons at the top of the widget allow users to add a new comment or import emails from Gmail or Outlook.

The Comments widget displays a threaded comment list with author names, timestamps, and import/add controls

Additional Functions

Add Comment

1

Click the Add Comment button at the top of the widget.

2

A modal opens with the current user's name and timestamp pre-filled. Type your comment in the text field.

3

Click Submit to save the comment. It appears immediately in the comment list.

Import Emails from Gmail or Outlook

Many record-related conversations happen over email. The widget supports direct email import from both Gmail and Outlook so you can bring those conversations into the record without manual copy-pasting.

1

Authorize the widget to access your Gmail or Outlook account if prompted.

2

Click the Gmail or Outlook import button. A modal opens displaying the 10 most recent emails from the connected account.

3

Optionally enter search keywords in the search bar to filter the email list.

4

Choose how to insert the email:

• Insert — Adds the full HTML version of the email as a comment.

• Insert Text — Adds the plain-text version of the email as a comment.

• Insert Summary — Uses AI to generate a bullet-point summary of the email and inserts it as a comment.

Import from Gmail: Requires a Google Workspace or personal Gmail account. Once authorized, you can import emails from your Gmail inbox directly into the record.

Import from Outlook: Requires a Microsoft Outlook account. Once authorized, you can import emails from your Outlook inbox into the record.

Edit Comment

Click the Edit button next to any existing comment to modify its content. The author and timestamp are preserved.

Delete Comment

Click the Delete button next to a comment to permanently remove it from the record.

Comment deletion is permanent. There is no undo — confirm before deleting important communications.

Best Practices

Communication Organization

• Use comments to log the outcome of verbal or phone discussions so that all communication about a record is captured in one place.

• When importing emails, prefer Insert Summary for lengthy threads to keep the comment list concise and readable.

• Include the email subject or ticket number in manually typed comments so team members can find the original message if needed.

Collaboration

• Mention context in each comment (e.g., the decision made, the question asked) rather than just forwarding raw email text, so comments remain meaningful to future readers.

• Add a comment when locking a record to explain the lock reason — since the widget remains open on locked records, this is an effective handoff mechanism.

Compliance Awareness

• Do not use comment entries as evidence for regulated workflows (GLP, FDA 21 CFR Part 11). Use dedicated regulatory section widgets for compliance-critical documentation.

• Treat comments as supplemental context, not primary data.

Common Pitfalls to Avoid

• Avoid deleting comments that contain decision rationale — edit them instead if a correction is needed.

• Avoid importing entire long email threads as HTML if only one reply is relevant — use Insert Text or Insert Summary to keep the record clean.