Discuss

Key points

• • You can select multiple people to create a group direct message.

Steps

• 1. Go to Discuss → click the + icon next to Direct Messages.

• 2. Search for colleague name → click Open.

• 3. Type message in the compose box → press Enter or click Send.

Steps

• 1. Go to Discuss → click + next to Channels.

• 2. Enter channel name → click Create and join.

• 3. Invite members via the Invite People button.

Key points

• • Pin Message: right-click on message → Pin to pin important messages.

• • Reactions: click emoji icon on message to react.

• • Reply: click Reply on message to reply directly.

• • Star: click star icon to save to Starred.

• • Mute: click bell icon → select mute duration.

Key points

• • @mention: type @name to notify specific user.

• • #channel: type #channel name to link to Discuss channel.

• • Attach files: drag & drop or click paperclip icon to attach documents.

• • Tracking: all field changes automatically logged in Chatter with format "Field name: Old value → New value".

Steps

• 1. In document list → check multiple records.

• 2. Action → Send Email.

• 3. Select or compose template → click Send.

Steps

• 1. Go to Discuss → Configuration → Email Templates.

• 2. Click New to create new template.

• 3. Fill in Name, Applies To (document model).

• 4. Enter Subject and Body with dynamic expressions if needed.

• 5. Click Save to save template.

Key points

• • {{ object.partner_name }} → Applicant / partner name

• • {{ object.email_from }} → Applicant email

• • {{ object.job_id.name }} → Job position name

• • {{ user.name }} → Sender name (current user)

• • {{ company.name }} → Company name

Steps

• 1. Open document → Chatter section → click clock icon Schedule Activity.

• 2. Select Activity Type (Email / Call / Meeting / Upload Document).

• 3. Fill in Summary, Due Date, Assigned To.

• 4. Click Schedule to create activity.

Activity Status

Steps

• 1. In document → click activity icon (color matches status).

• 2. Click Mark Done.

• 3. Fill in Feedback if needed → Done.

Key points

• • Customize notification types: click pencil icon next to follower name → check/uncheck desired Subtypes (event types).

• • Unsubscribe: users can unsubscribe themselves with the Unsubscribe button, or Administrator can remove from Followers list.

Steps

• 1. Open document → Chatter section → click Add a Follower.

• 2. Search for colleague or partner → select → Add.

Key points

• • Filter Email Templates: My Templates, Active, Applies To (by model).

• • Group By: Applies To (Model), Owner.

Key points

• • Use dedicated channels by department or project instead of mass direct messaging — easier to manage and reference.

• • Use @mention when you need specific response, avoid generic questions in busy channels.

• • Pin important messages (decisions, deadlines) so channel members can easily find them.

• • Use Log Note instead of Send Message when only recording internal information — avoid unnecessary customer emails.

• • Always fill in Subject when sending email from chatter so email displays clearly in recipient inbox.

• • Enable Auto Delete on mass email templates to avoid filling database.

• • Create templates for all regularly sent emails to ensure consistent content.

• • Always Preview with real data before using template in mass campaigns.

• • Set realistic Due Date for activities — overdue activities show red and are easily overlooked.

• • Always fill in Feedback when completing activity — this information logs to Chatter and helps other members know the result.

• • Add important stakeholders as Followers so they receive automatic notifications without manual email forwarding.

• • Check Inbox regularly instead of relying only on email — many important notifications go to Inbox first.