Chat

What is the chat field

It’s an easy way to communicate with other users by sending messages inside records helping the internal team communication by tagging team members and adding information

How to create

To create a Chat field:

• On table mode, click on the last table header with a "+" or press (F).
• Just look for the ” Chat" option and click on it
• Choose the name of your field
• Press the blue button and create

Common use cases

Chat field helps the team communication by tagging team members, and adding information in a comment space:

For example

• It can be used in a “Leads” able to communicate to the other members of the team if there is a special condition that the client is demanding or a call is rescheduled.