ProductCollaboration

Overview

In-app comments, tasks and document collaboration across business records.

Collaboration covers in-app comments, tasks, and document collaboration—not operational email sending.

Where in the app

See the module in the company portal sidebar (/c).

Step-by-step

Open threads from records (invoice, bill, opportunity).
Mention colleagues with @ references.
Attach files via signed URLs.
Track activity in the timeline.

Permissions and modules

Collaboration modules enabled.

approvals

Knowledge Notes

Capture permission-scoped company knowledge, link it to records, and collaborate with versions, comments, and AI summaries.

Overview

Shared contacts and organizations used across sales, purchases and CRM.

On this page

Where in the app Step-by-step Permissions and modules Related