You can choose to Follow a record to receive updates on any changes or comments in a particular record. When you follow a record, you receive:
Notifications in the Notification Panel
Email notifications with details of the record updates
Why would I want to Follow a Record?
The simple answer is to stay on top of important work activities that you're not directly assigned to. Examples include:
Stay on top of activities and issues related to your top client Account records
Track activities related to key milestones in a Project Management solution
Monitor requirements, designs, and development for your next killer Product feature
Where to Follow a Record
Follow records with a single click in the open record window. Notice the bell icon in the upper right of the window. The default state is indicated here:
Clicking the bell opens a simple dropdown to allow you to Follow or Unfollow a record:
Example of Use
After Following a record, you'll receive notifications on any update. Say the record above was updated with a new assignment in the Copy Reviewer field.
You will get a notification in SmartSuite:
And an email (based on email preference settings):
