Add collaboration tools to a form if the process needs interaction between agents. In the Activity Feed, you can communicate with a caller, track the discussion between users and see the decisions made, document important information in the form of comments and work notes. In these articles, learn how to configure and work with the collaboration tools.

Activity Feed


Activity Feed stores history of changes in the record, work notes, and additional comments in chronological order. This module allows filtering items by their type and displays information about the user who updated the record or sent a comment or a note. In this article, learn how to implement, use and configure the activity feed.

Activity Stream Widget


Activity Stream Widget is equivalent to the Activity Feed. Yet, this widget is different in design and, unlike the Activity Feed, cannot be collapsed and does not have a filter.


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