Notes and follow-up on a subscription, plan or licence
What moves
Messages, followers and activity written on a subscription, plan or licence are kept on that record and shown beside its change history.
Before you start
- Subscriptions and Activities in your plan
Step by step
- Subscriptions managerSubscriptions & Licensing
Opens a subscription and writes a note in Messages and activity, following the record.
You see:The note is saved and the manager follows the record.
- AccountantActivities Workspace
Follows the same subscription to be kept informed.
You see:The accountant is listed as a follower.
- Subscriptions managerSubscriptions & Licensing
Changes the plan or pauses the subscription.
You see:The change appears in the history beside the notes.
Related
- Activities Workspace
- Subscriptions & Licensing
- Notes and history on products, orders, stores and price lists
- Project tasks and comments create activities for the assignee
- Sales, shifts and shops carry their own discussion
- A colleague is pulled into a record through a chat discussion
- A leaver's open work is handed to a colleague
- Connections between modules