Chatter

Chatter keeps messages, internal notes, activities, and files connected to a specific record. It gives users one place to review interactions and follow up on work related to that record.

In this guide

• Access Chatter
• Send a message
• Log an internal note
• Schedule an activity
• Manage attachments
• Manage followers
• Filter and pin history items

General workflow

1. Open a record in the relevant module and select the Chatter icon.
2. Choose whether to send a message, log a note, or schedule an activity.
3. Review the resulting entry in the record's history.
4. Use attachments, followers, filters, and pins to manage the information as needed.

Access Chatter

Chatter is available within records across different MIDLA modules. Open the relevant module, select a record, and click the Chatter icon in the upper-right corner.

Figure 1. Chatter access icon

The Chatter panel displays the record's history and the tools for adding new interactions.

Figure 2. Chatter view

New messages, notes, and activities appear in this history as they are recorded.

Chatter actions

The main actions let you send a message, log an internal note, or schedule an activity for the current record.

Figure 3. Available Chatter actions

Send a message

Select Send Message to compose a message linked to the current record.

Figure 4. Send Message form

Field	What it does
To	Selects the recipient.
Add Subject	Adds a subject to the message.
Message Body	Contains the message text.
Attachments	Adds documents or other files.

Select Send to send the message and record it in the history, or Cancel to close the form without sending. A sent message appears with details such as sender, recipient, date, and content.

Figure 5. Message in the record history

Log an internal note

Select Log Note to save observations or other information for internal follow-up on the current record.

Figure 6. Log Note form

Field	What it does
Add Subject	Adds a subject to the note.
Note Body	Contains the note text.
Attachments	Adds files to the note.

Select Log to save the note in the history, or Cancel to close the form without saving. The saved entry shows details such as the user, date, and content.

Figure 7. Note in the record history

Schedule an activity

Select Schedule Activity to create an activity linked to the current record.

Figure 8. Activity scheduling form

The fields and actions in this form are also described in Activities → My Schedule. Once scheduled, the activity appears both in the Chatter history and in Activities → My Schedule.

Figure 9. Activity in the record history

To manage a scheduled activity, open its Action Group (⋮) menu and choose Mark as Done, Edit Activity, or Cancel Activity.

Chatter tools

The additional tools help you manage files, followers, and the record history.

Figure 10. Chatter tools

Manage attachments

Use Attachments to upload files linked to the current record.

Figure 11. Uploading an attachment

Select Upload File to add a file or Cancel to close the form without attaching one. Uploaded files remain linked to the record and can be viewed from its Chatter history.

Manage followers

Use Followers to add users who follow the current record.

Figure 12. Managing followers

Field	What it does
Recipients	Selects the users to add as followers.
Notify User	Specifies whether to notify the user when added.

Select Add Follower to save your selection or Cancel to leave without making changes. Added followers receive notifications about new actions recorded in Chatter.

Filter and pin history items

Use Filters to find specific entries in the Chatter history.

Figure 13. History filters

Filter	What it does
Search	Finds specific items in the history.
Type	Filters by entry type.
Date	Filters by date.
Sort By	Orders the results using the available criteria.
Pinned Only	Shows only pinned items.

Select Apply Filters to use the selected criteria, or Cancel to close the filters without applying them.

Use Pin to highlight an important message, note, or activity. It remains highlighted in the history until you unpin it.

Figure 14. Pinning a history item