Managing followers of a purchase order

Managing followers of a purchase order

Last update: Tuesday, Mar 08, 2022

The Followers feature is a great way to keep your team members notified of important updates to specific purchase orders. Updates include updates to certain fields like the status, purchase representative, and also messages sent and received on the PO. To manage followers of a specific purchase order, simply scroll to the chatterbox section of the quote/order form and click on the Followers icon. By default, the purchase order representative is automatically added as a follower.

To invite new followers using the Add Followers link and remove existing followers using the remove icon.

Use the Add Channels link to automatically push updates and notifications to a discussion channel.

Purchase

Advice and answers regarding purchase

7 articles in this category.