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Editing followers in version 5.6.0

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  • Editing followers in version 5.6.0

    Hello,

    how can I edit or add followers when I crate the task?

    We upgraded to version 5.6.0 but nothing changed.
    You write in releases: "Ability to view & manage a list of followers of a specific record;".

    We need to add team members to the task to know about changes by email notifications.

    Can anyone help us?

    Thanks in advance

  • #2
    Hi,

    'View Followers' action in the dropdown next to Edit button. Only admin can add/remove followers.

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    • #3
      Thank you very much, now I completely know how to edit.

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      • #4
        Can I somehow change the source code so that anyone can edit the followers and not just admin?

        yuri

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        • #5
          Hello, this is Ok I can edit and add followers (users from the normal CRM). But I can't add Portal users as followers. How can I do that?

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          • #6
            You have to set the filter from 'Active' to 'All'.

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            • #7
              Oh! Thank you Maximus Didn't see that option until you said that

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