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Published on April 30, 2025
why Cloud now: chat and notes

overview of the darwin.Cloud chat and notes features.
key takeaways
- darwin.Cloud now offers live messaging (chat) and extensive note-taking capabilities
- chat allows text messaging with anyone who has a mobile number in darwin.Cloud, saving conversations within the system
- notes provide organized, limitless note-taking on transactions, vouchers, and bank deposits
- both features are available on property, people, and accounting screens, with security settings to control access
topics
chat functionality
- enables text messaging from darwin to any mobile number in the system
- messages are saved within darwin for audit purposes
- two modes: "chat about" (linked to specific records) and "just chat" (general conversations)
- accessible from property, people, and accounting screens via chat bubble icon
- universal chat screen shows all conversations, with hyperlinks to relevant records
notes feature
- allows unlimited note-taking on transactions, vouchers, and bank deposits
- notes are permanent and cannot be edited or deleted after creation
- accessible alongside chat on relevant screens
security and access
- chat and notes can be enabled/disabled for different user roles
- all users with access can view chats and notes for transparency
- chats and notes are kept indefinitely for record-keeping
mobile integration
- recipients receive messages as standard text messages
- can reply directly from their phone without logging into darwin
- mobile interface allows viewing and continuing conversations without login
practical application
- demonstrated use case for bank reconciliation and tracking unknown transactions
- using chat to query about unidentified deposits or withdrawals
- creating temporary journal entries with "ask my accountant" category
- leveraging chat to follow up on unanswered queries
next steps
- attend follow-up practical training session tomorrow at 2 pm eastern
- start using chat and notes features in day-to-day operations
- ensure proper security settings are configured for your organization
- explore using chat for improving communication and documentation in accounting processes
watch this short video to learn more:
ready to evolve?
request a demo or learn more about the power of darwin.Cloud