Notes and history on products, orders, stores and price lists
What moves
Products, orders, stores and price lists carry the suite's shared notes thread, so teammates discuss a record where it lives, next to the history of what changed.
Before you start
- Products & Online Store in your plan
- Activities Workspace (included in every plan)
Step by step
- Catalogue managerProducts & Online Store
Opens a product, order, price list or store and writes a note on its History tab.
You see:The note is saved on the record.
- ColleagueProducts & Online Store
Opens the same record.
You see:Sees the note beside the change history.
- ColleagueActivities Workspace
Replies on the same record.
You see:The reply joins the thread.
Related
- Activities Workspace
- Products & Online Store
- Project tasks and comments create activities for the assignee
- Sales, shifts and shops carry their own discussion
- Schedule a call or meeting on a lead or customer
- A leaver's open work is handed to a colleague
- A manager asks the Copilot for a team follow-up plan
- Connections between modules