Collaborate with your team on specific records with these few simple steps.

Commenting on records

• Navigate to the record's serial number.

• Hover over the record to reveal the expand  button.

• Click the expand record  button and a pop-up will appear that contains all the data of the chosen record.

• On the right-hand side of the pop-up screen, you'll see the Add Comment button.

• Click the button to open the comment box. You can comment and even attach files to the comments in the comment box.

• You can also mention a user in your comment to notify them.