WayCool Software, Inc.

Activities Overview

Tasks

Notes

How the older Attention Flag becomes a pinned note, how to pin notes at the top of Activity, and how restricted Activity Types limit who can see sensitive notes.

Attention Flags are now Pinned Notes

Calls

Upload files with Create Attachment; find them on the record’s Activity tab (there is no separate Attachments tab). Limits, Activity Type, and export notes.

Attachments

Linking a Note to a Client

Log letters, faxes, and other hand-recorded contacts on a person or case timeline.

Correspondence

Jonathan Marbutt

Activities

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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