Detail: Activity Tab

The Activity tab can be enabled on each record Detail Layout where your users can leave comments about the record, @mention other users and like comments from others.

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Enable Activity in Detail layout

  1. Click a record in your List layout

  2. Click Edit Layout

  3. Click Tabs

  4. Toggle on Activity

  5. Rename the tab using the Pencil Icon

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Mentions and Notifications

Users can @mention each other by typing the @ symbol and the first letter of the recipients name and selecting the name in the dropdown. This will trigger a notification to the mentioned user.

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The user will receive an email notification when they log into the app, they will also see a notification bell. Clicking on the bell will take the user to the correct comment.

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Turn off notifications

  1. Click App Settings

  2. Click General

  3. Expand Comments & Notifications

  4. Uncheck the boxes and click save

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Following

You can opt to receive notifications when anyone posts on a particular record by toggling the Follow option to the right of the Activity tab.

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Whenever you make comment on a record, this toggle will automatically be enabled. You can turn it off if you do not want to receive notifications of new activity on this record.

There isn't a way to automatically follow a comment. Vote for the feature here.

Limitations

There are some limitations on what the activity tab can do, these are listed below:

  • Import/export activity

  • Different reactions other than like

  • Edit a comment once posted

  • Date and time stamp on comments

A list of feature request for the activity tab can be found on our features request board.

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