Overview
User guide for Overview in the Numezis company portal.
Communication 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
Communication modules enabled.
Feature coverage
No registry features are linked to this hub.