Discuss a record in chat without leaving it

What moves

The notes panel on a record offers Discuss in chat, which opens a chat discussion about that record; the record's contents are not copied, and each member sees the record card only if they could open the record.

Before you start

• Team Chat and Activities in your plan
• Record discussions switched on in Chat
• Permission to start a conversation
• A record type that chat can point to
• Chat and Activities in your plan
• Record discussions switched on
• The person may start conversations

Step by step

1. HR managerActivities Workspace

   Presses Discuss in chat on an employee's page and chooses Start a discussion.

   You see:The new discussion dialog opens with the neutral title Discussion, never the record's name.

2. HR managerTeam Chat & Calls

   Picks a colleague and creates the discussion.

   You see:The discussion is created and the record is attached to it as a card.

3. Line managerTeam Chat & Calls

   Opens the discussion in chat.

   You see:The card resolves for them and Open leads to the employee page they are allowed to see.

Related

• Activities Workspace
• Team Chat & Calls
• Discussion and follow-ups on a rental record
• Discussion and follow-ups on bills, invoices and journal entries
• Discussion and follow-ups on vehicles and drivers
• A weekly routine reappears for its owner after each completion
• An organiser invites attendees and collects their answers
• Connections between modules