Docs  /  User Guide  /  Managing threads

Managing threads

Once an update is published, it lives on the order page as a card with four tabs and a row of clear action buttons. Everything you need — status changes, replies, reassignment, resolution — is one click away.

A published update card showing the title, status pill, assignee chip, action buttons, and the four tabs.

The update card after publishing.

The update card

Every update shows up as its own card pinned to the order page. The color stripe matches its status.

Title bar

The title sits in the header alongside a small edit pencil — click to rename. Renaming is recorded in the tracking log.

Status pill

Click to change. Choices come from Settings → Statuses. Status changes show up inline in the Customer Notes tab as a system marker.

Assignee chip

Shows the current owner. Click to reassign — picker searches across admins, shop managers, and editors.

Action bar & notifications toggle

Top-right of the card holds Mark as solved, Delete, and the Get notifications toggle (mutes your emails for this single update).

The four tabs

The body of the card swaps between four views — all backed by the same update record.

  • Internal Notes — team-only conversation. @mention a teammate to notify them.
  • Customer Notes — the customer-facing thread. Each message you send here emails the customer.
  • Participants — everyone who’s been involved.
  • Tracking Log — full lifecycle of the update.
The Participants tab listing the assignee, mentioned users, and anyone who's posted in the thread.

The Participants tab — one place to see everyone involved.

Participants tab

Lists everyone who’s touched this update. Useful for handoffs: hand the URL to a colleague and they can see who’s already involved.

Removing someone from Participants stops further emails but preserves their past contributions in the tracking log.

The Tracking Log tab showing the full lifecycle of an update with timestamped events.

Tracking Log — the history record for support QA and team reviews.

Tracking Log tab

A read-only chronological feed of every meaningful event: created, assigned, notified, status changed, title renamed, solved, reopened, customer rated.

Even after an update is deleted, this exact log is preserved in the order’s Deleted Updates meta box (see below).

The Deleted Updates history meta box showing past deletions with timestamps and the full event trail for each.

Deleted Updates history — deletions never disappear from the record.

Deleted-update audit

Even after an update is deleted, a snapshot lives on the same order page in the Deleted Updates meta box. Each entry shows when the update was deleted, who deleted it, and the complete tracking-log it had at the time of deletion.

The audit log is read-only — you can’t delete it. This is the main “what happened on this order, ever?” record for support reviews and compliance.

Composer affordances

Both composers share the same surface:

  • Drag-and-drop files anywhere onto the card to attach them.
  • Emoji picker; :), :( are converted to proper emoji at save.
  • Toggle Enter = Send to submit with Enter and use Shift+Enter for a newline.
  • Internal notes also accept @ mentions inline.