Activity and mentions

Comment on a document, mention a colleague with @ so they get a notification, and see who changed what on the record.

Most documents and records have an Activity tab: Sales quotations, sales orders and invoices, Point of Sale documents, purchase orders, goods receipts and AP invoices, journal entries, banking payments, opportunities in CRM, rental orders, stock documents, business partners and items. It shows, newest first:

Comments your team wrote on the record;
Changes: who created, changed, posted, cancelled or approved it, and when. Click Show what changed to see the fields before and after.

Write a comment and mention someone

1Open the document and click the Activity tab.
2Type your comment in the box.
3To bring someone in, type @ and the first letters of their name. Pick the person from the list (arrow keys and Enter work too).
4Click Comment, or press Ctrl + Enter.

Each person you mention gets a notification in the bell at the top of the screen. Clicking it opens the same document.

Important. You can only mention people who can open that document themselves: they need access to its app and, where the app works by location, to its location. People who cannot open it are not offered in the list.

Comments are plain text. Write them as you would a short note; formatting and links are shown as typed.

Remove a comment

The person who wrote a comment, and administrators, can remove it with the bin icon next to it. The timeline then shows Comment removed in its place, so everyone can see that something was taken out.

Who sees the Activity tab

Everyone who can open the document sees its activity. The full log of the whole company is in Audit log for administrators.