Work together with Activity, comments and saved views
Every customer, vendor, document, opportunity, contract and task has an Activity panel showing what happened to it, newest first. Comment there and type @ to mention a colleague, who is told at once. Log calls, meetings and notes, and save the filters you use on any list as a view.
In EaseDesk: Activity panel and Views. Log in or start a free trial.
Steps
- 1 Open a customer, vendor, invoice, quotation, receipt, payment, opportunity, contract or task. The Activity panel is near the bottom.
- 2 Type a comment in the box at the top of the panel. Type @ and the first letters of a name to mention a colleague, then click Comment or press Ctrl+Enter.
- 3 To record a conversation, click Log a call or note. Choose Call, Meeting or Note, pick the contact person, add what was discussed and, if you like, a follow-up task.
- 4 Use the chips under the comment box, such as Comments, Money or Emails and messages, to see only those entries.
- 5 On any list, set the filters you want, then open the Views menu and choose Save as a view. Tick Share with the team to let colleagues use it, or Open this list with it to see it first every time.
- 6 Use Columns above a list to hide columns you do not need. Save the view again to keep that choice.
Everything about a customer in one place
The Activity panel answers “what happened with this customer?” without asking around. Invoices issued and emailed, money received, payment reminders, calls your team logged, comments and tasks appear together, newest first. Click an entry about another record, such as an invoice on a customer’s timeline, to open it.
Talk on the record, not on the phone
Comments keep the conversation next to the invoice, order or customer it is about. Mention a colleague with @ and they are told at once, with a link straight to the record. New team members can read the whole story later.
Lists the way you work
Filters, sorting and columns can be saved as a view with a name, such as “Unpaid above ₹1 lakh” or “My customers in Pune”. Share useful views with the team, and choose the view each list opens with. Copy the page address to send a colleague the same filtered list.
Questions
Who can see a comment?
Everyone who can open the record. A colleague whose role cannot open purchases does not see comments on a purchase bill, and is marked "can't see this" if you try to mention them, so they are not told.
How are people told when I mention them?
They get a notification in EaseDesk and on their phone, and an email, unless they turned emails for mentions off under My account, Notifications. Whoever owns the opportunity or is assigned the task is also told of new comments.
Can I change or remove a comment?
You can change or remove your own comments; an admin can remove anyone's. A removed comment shows as Comment removed in its place, and the earlier words stay in the audit log.
Does the Activity panel show everything about a customer?
It shows their invoices and other documents being issued, emailed, shared or cancelled, money received or paid, payment reminders, calls, meetings, notes, comments, tasks and changes to the customer, only for the parts of the business your role can open.
Are saved views shared with my team?
Only if you tick Share with the team. Your own views are yours alone. Each person can choose the view a list opens with, and links to a list keep its filters.
Still stuck? WhatsApp or call +91 91525 20552 or write to support@easedesk.com. Updated .