Project Pinboard

When you create or open cases, you will always find the project pinboard at all proj­ects and cases (project folder, marketing actions, sales cases and service cases, services calls, contracts) except for questionnaires.

The project pinboard is for activity-related communication (enterprise collaboration).

  • Project members post to a common pinboard or write short messages to selected staff members.
  • Project members who are followers are automatically informed about news.
  • On the pinboard, the history of the project communication can be viewed and browsed.
  • Also, the system is able to post to the pinboard automatically, e.g., on a status change, when creating or finishing activities, or when important project fields are modified.
Advantages
  • Straightforward and direct communication in customer projects.
  • Every project member is informed in a timely manner.
  • The communication history is visible to all followers.
  • Project knowledge is saved in the system.
  • The CRM informs you proactively by means of push messages, even if you are not logged in.

Transferring a pinboard

When transferring a task, you can decide whether the pinboard should be transferred as well (option in the Transfer dialog of tasks). The option is deactivated by default. In the target pinboard, historical entries are separated. The separator is a regular system post.