Communication
Communication
Conversation kept beside the record it belongs to: notes, mentions and internal follow-ups so context is not lost in private chats.
What this module does
Internal notes, mentions and team follow-up.
- Record-level notes and mentions
- Internal follow-up tasks with owners
- Notification preferences per role
- Full history retained on the account or ticket
Where it applies
Scope, fields and workflow rules are agreed during requirements and configuration.
Interface preview
Product capability preview — configuration varies by client
Context
On record
Notes stay with the account
Follow-ups
Assignable
Owner and due date
Activity thread (illustrative)
| When | Entry | Role |
|---|---|---|
| Day 1 | Requirement noted | Account manager |
| Day 2 | Follow-up scheduled | Sales manager |
| Day 4 | Internal handover | Operations |
Sample values shown are illustrative only and contain no real client data.
Want to see this module configured for your own process?