Welcome back to another chapter in the Big Little Things blog series where we highlight some of the lesser known and sometimes overlooked features and improvements in Terminusdb CRM that pack a big punch. This post highlights the Follow feature, which allows users to follow records and then receive updates about any changes made by other users. Let's dive in and learn more about this feature.
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What is the Tracking feature?
The Follow feature is available in all modules that store records and is a great way for users to be notified of any changes or updates made to the records they are most interested in or need to pay special attention to . It only takes one or two clicks to follow a record and after following the user will receive notifications via email, desktop or both, depending on how the administrator uses the Smart Alerts for this feature.
Using the Tracking Feature
The Tracking feature is incredibly easy to use and can be accessed in two different ways, described below:
List View
After a user has entered most modules, they are in the list view by default. Once in the list view, users can simply click the star (Follow button) to the left of the record to follow that record.
Users can also select the box next to each record and then select the Follow button in the List View Actions options. Tracking records from the list view also gives users the ability and flexibility to select many records at once, which can be useful if they have generated a list based on conditions or used the list view search to narrow down particular records.
For example, if a sales manager wants to track all deals that are in the “Ready to Close” sales stage, they can use List View search filters or generate a custom list to display only deal records that are in that stage. From there, the Sales Manager can select and track all records in just a few clicks.
Each time these records are updated, the sales manager can now receive a notification to notify them of the changes.
Overview view
In summary view, users can enable the Follow (star) button at the top of the record to follow it. If the user wants to unfollow the record, they can click the star button again to unfollow it.
Creating Custom Lists with the Tracking Feature
Users can also create custom lists in modules for records they track. This allows for easy access to those records, which saves time and takes the stress out of searching for the records by name. Follow the steps below to create this custom list:
Enter a module and select the List drop-down button
Click the plus sign icon
Name the list
Add one condition (Next → Equals → Enabled)
Save the list
The user can now access this list and can also share the list with other users. In addition, every time the user views this list, it will contain all the records that the user is currently following in that module.
View updates in the Actions module
Once a user has started tracking records, they can easily check any updates that one of their fellow users has made by going to the Actions module and clicking the Updates tab.
Once on the Updates page, users can see all updates to the records they are following, including which user performed the update. All this information is detailed under the record name, which is also a direct link to the record.
