[EN] USED86E6 - See what other people do in a record in real time

  1. 1. On the home screen, in the left side menu, click Types

    On the home screen, in the left side menu, click Types
  2. 2. Click the category of the record you want to follow. In this example, Suppliers

    Click the category of the record you want to follow. In this example, Suppliers
  3. 3. In the category submenu, click All to see all the records

    In the category submenu, click All to see all the records
  4. 4. In the search above the table, type the record's name and press Enter. In this example, Boreal

    In the search above the table, type the record's name and press Enter. In this example, Boreal
  5. 5. In the record's row, click the three dots under Actions

    In the record's row, click the three dots under Actions
  6. 6. Click View Details

    Click View Details
  7. 7. The panel shows the current value of the Supplier name field

    The panel shows the current value of the Supplier name field
  8. 8. You will see the Updated in another session notice when the item is changed in another session

    You will see the Updated in another session notice when the item is changed in another session
  9. 9. Click Reload

    Click Reload
  10. 10. The panel shows the latest version of the item, with the new value of the Supplier name field

    The panel shows the latest version of the item, with the new value of the Supplier name field
  11. 11. Click Comments

    Click Comments
  12. 12. A comment sent by another person appears in the list as soon as it is sent, without reloading the page

    A comment sent by another person appears in the list as soon as it is sent, without reloading the page
  13. 13. To see the Chat field, click Overview and, under Form, choose the form that has the field. In this example, Quick supplier registration

    To see the Chat field, click Overview and, under Form, choose the form that has the field. In this example, Quick supplier registration
  14. 14. A message another person sends in the Chat field appears in the conversation as soon as it is sent. In this example, in the Conversation field

    A message another person sends in the Chat field appears in the conversation as soon as it is sent. In this example, in the Conversation field
  15. 15. Notifications also arrive without reloading the page. Click the bell in the upper right corner to see the most recent one

    Notifications also arrive without reloading the page. Click the bell in the upper right corner to see the most recent one
  16. 16. The new notification appears at the top of the list as soon as it is generated. In this example, a task status change

    The new notification appears at the top of the list as soon as it is generated. In this example, a task status change
  17. 17. The notice of edits in another session also applies to quick tasks. In the left side menu, click Tasks and then Quick

    The notice of edits in another session also applies to quick tasks. In the left side menu, click Tasks and then Quick
  18. 18. In the task's row, click the three dots under Actions and then Edit

    In the task's row, click the three dots under Actions and then Edit
  19. 19. The task screen shows the same Updated in another session notice as soon as another person changes it. Click Reload to see the latest version; Dismiss keeps the screen as it is

    The task screen shows the same Updated in another session notice as soon as another person changes it. Click Reload to see the latest version; Dismiss keeps the screen as it is