Plan Availability | All plan types |
Permissions | General Access: Follow and unfollow records to receive updates. |
Related Reading |
Why Follow a Record?
Following a record ensures you stay informed about updates and activities that matter to you, even if you are not directly assigned to the record. Key benefits include:
Notifications: Receive updates in your Notification Panel.
Email Alerts: Get detailed email notifications about record changes (based on your email preference settings).
Use Cases
Client Management: Stay on top of activities and issues related to your top client account records.
Project Milestones: Track activities and progress on key milestones in a project management solution.
Product Development: Monitor requirements, designs, and development updates for your next major product feature.
Where to Follow a Record
You can follow records with a single click in the open record window. Here’s how:
Locate the Bell Icon:
In the upper-right corner of the open record window, find the bell icon. The default state indicates whether you are currently following the record.
Click to Follow/Unfollow:
Clicking the bell opens a dropdown menu where you can choose to Follow or Unfollow the record.
Tip: The dropdown allows you to quickly manage your notification preferences for the record.
What Happens When You Follow a Record?
Receive SmartSuite Notifications:
Updates to the record, such as new assignments or changes, trigger notifications in the Notification Panel.
Email Notifications:
Based on your email preference settings, you will also receive detailed email updates about the record.
Practical Use Cases and Scenarios
1. Tracking Client Accounts
Scenario: A team member wants to stay updated on a top client’s account activities.
Solution: Follow the client’s account record to receive notifications on updates and comments.
Outcome: Improved awareness of client-related developments and proactive engagement.
2. Monitoring Key Milestones
Scenario: A project manager needs to track progress on critical project milestones.
Solution: Follow the milestone records to stay informed about task completion and updates.
Outcome: Enhanced visibility into project progress without needing to be directly assigned.
3. Staying Informed on Product Features
Scenario: A product manager wants to monitor updates on a feature being designed and developed.
Solution: Follow the feature’s record to get notifications on changes and new assignments.
Outcome: Streamlined communication and awareness of feature development.