Collaborative Tracking

The Collaborative Tracking feature is designed for accounts in which different users jointly add information about an item. In this way, every user can share information or make indications for other users in an efficient and convenient way.

This option allows users to leave comments on an item in tables of products, categories, variants, points of sale, and Custom Entity.

Every user can comment on both the item itself, leaving a comment on the item header, and the form fields with a more specific comment.

*The logo is displayed when pointer is passed through the item header or field header*

Next steps:

As an example, we will explain how to post a comment.

1. Place a logo of the functionality: find the logo of the functionality by hovering over the header of an item or specific field of the form. This logo usually corresponds to a small icon of a speech bubble.

2. Click on the logo: once the logo is located, click on it to activate the comment function.

3. Write a comment: a text area or dialog box will open where you can write the comment directed towards any user. When you type the character “@” all users will available will be displayed, from which you can choose the one you need.

4. Save the comment: first, you will have to click on send in order to save the comment and notify the user.

When User 1 writes a comment, User 2 will receive a notification in the “speech bubble” icon at the top right. A red dot will also appear on the icon, indicating that there are recent interactions to review. Once you click on the icon and the sidebar opens, the comments will automatically be marked as seen. By clicking on the mention, you will be directed straight to the comment within the mentioned item.

When user 2 responds, user 1 also will receive a notification. By clicking on the mention, they will enter directly in the chat.

After checking the answer, the user can decide to continue commenting, to solve a problem or close the chat.

In summary:

To mention a user, use the character “@” followed by the name to see the list of users who match to your search and to be able to select it.
The chats icon will be always visible in items with comments. By clicking on the icon, the chat will open with existing comments.
You will receive notifications if you are mentioned. By clicking on the notification, the appropriate chat will open.
You can edit and remove all the comments which you have created.
By solving the chat, it will be removed.

You can review all comments made on the items in your accounts by accessing the “speech bubble” icon located at the top right. By selecting the mention or the general comment, you will be directed to the specific item. Keep in mind that only comments made in the last 30 days will be visible.

Warning: In this first version of Collaborative Tracking, the activities are not recorded in “Recent activity” and also do not retrieve a previous status of comments after retrieving a copy from “Time Layer”. The comments made would be kept.

Note: This functionality is available for Enterprise Accounts, but it can be contracted separately. If you are interested or for further information, contact us through the usual support ways.