Chatter is a free, real-time collaboration tool that helps your users communicate and share information across the organization. Chatter connects, engages and drives users to work efficiently on things like prospects, deals, listings and more.
The advanced search engine behind Chatter helps users find files, people, groups, teams, records, and other information. Over time, Chatter becomes your company's memory. It is searchable and accessible anywhere, anytime, and connects people across all departments and physical locations.
Following is one of the most useful communication tools in Chatter. You can follow people, topics, files, as well as Property, Contact, and Company records. When you follow people, you can see their posts, comments, and likes in your What I Follow feed. When you follow different objects and records, you are notified when they change. You can follow a maximum combined total of 500 people, topics, and records.
Once Chatter is enabled, certain following relationships are put in place automatically. For example, if your company has less than 16 Chatter users, then all users will automatically follow each other and up to 25 most recently used records. If your company has 16 users or more, they will automatically follow up to 25 of their most recently used records.
Everyone in your organization has a Chatter profile that they can customize with a photo, contact information, and a personal overview. Initially, a profile page is a blank canvas. Encourage your users to personalize their profiles. For example, have them add a realistic profile picture and some information about themselves. It helps people to recognize each other, connect, and collaborate.
Chatter Feeds
When users follow people and records, they will see posts, comments, and updates pertaining to those in their Chatter feeds. Chatter feeds appear on profile and group pages, the Home tab, topic pages, and record pages. Typically, users will see feed updates for:
- Posts, comments, and files on Chatter groups (members)
- Shared files and links
- Tasks and events
- Record field changes
As the System Administrator, you are the only one who can set, edit and modify Chatter settings for your organization. To access Chatter settings, simply click on the gear icon and search “chatter” in the quick find.
Please reach out to Product Support (rethinkcrm@buildout.com) if you have any questions about using Chatter to collaborate.