This Discussion type is currently only available for the new details that are currently implemented in Products, Price Lists and Documents.
The Discussion tab is used for sharing information pertaining to a specific record and specific users. You can use it when you need to share information about, for example, a selected Account or Deal with only some of your colleagues. By using the Discussion feature, you will have all communication with colleagues in one place (including Attachments), eliminating the need to forward emails.
How to use the discussion feature
The discussion feature can be found in Raynet on the detailed card of each record (Account, Contact, Deal, Meeting, etc.). After clicking the blue Discussion button, a pop-up window will appear on the right.
Before you add a post to the Discussion, make sure you have added all the users you want to be part of the Discussion.
To add another user, first click the Add subscribers button. Then type your contribution in the text box and confirm with the Send button.
When you post, both you and the owner of the record automatically become Subscribers of the Discussion. Any user who has access to the record can add posts or comments to the Discussion.
You can add multiple posts to the Discussion and then respond to them in threads.
Discussion notifications
Each user who is added to the Discussion will be notified about new posts in the Discussion via a notification directly in Raynet or by email (depending on how they have Notifications set up).
If you use the mobile app, you can also turn on notifications there. Find out how in our tutorial.
Deleting a discussion
To edit or delete your own post, use the three dots button » Edit or Delete post. If there are other comments linked to your post, the entire thread will be deleted.
The entire discussion can be deleted using the Delete button.
Discussion feeds
If you're involved in several discussions at the same time and want to keep track of them all, you'll find the Discussion feeds panel on the Dashboard useful.
To add a new panel, click the Add New Panel button in the top right corner of the Dashboard. Discussion feeds can be found in the Team section.
In the panel, you will see recently added posts and comments for all discussions you are subscribed to.