Every record shows its history and discussion
What moves
The database change history feeds a history tab, and the Activities discussion thread sits beside it on the same record.
Before you start
- Activities in your plan
- A module that has registered its records for history
Step by step
- AccountantAccounting & E-Invoicing
Edits a field on a record, for example a supplier's payment terms.
You see:The edit is saved.
Records the old and new value, the time and who made the change.
You see:The change appears in the record's history.
- Finance controllerActivities Workspace
Opens the record's history and discussion tab.
You see:Sees what changed and the discussion side by side.
Related
- Activities Workspace
- Security, Access & Compliance
- Finishing activities counts towards badges and challenges
- HR creates follow-up to-dos
- Interviews become activities for the interviewer
- A colleague is pulled into a record through a chat discussion
- A leaver's open work is handed to a colleague
- Connections between modules