Q: What is 'Record Following'?
The Record Following feature allows users to follow records by being assigned a follower role, without needing to be the owner of the record.
Q: What is the benefit of following a record?
This ensures the right people stay informed about record activity and updates, even when they are not directly responsible for managing the record.
Q: What notifications will followers receive?
Followers will receive an email update when changes are made to the record they follow.
Q: Is this feature available to all users?
Record Following is available to customers on our Premium & Custom plans.