Huddle is an internal chat feature that is currently available on the following record types:

• Assets
• Job Plans
• Parts
• PdMs
• PMs
• Projects
• Purchase Orders
• Purchase Requests
• Vendors
• Work Orders
• Work Requests

 

Huddle can be used to internally take notes or leave messages on records, without having to use any Action buttons, or have any permission to edit records. Users can also use the @ symbol to tag other users, entire Shifts, and Departments on the record, which will in turn send them an alert to notify them that there is a Huddle message that they were mentioned in.

Email alerts will also be sent to users that are tagged in a Huddle message, as long as that user has an email address entered in their People record. Once a user presses the @ symbol, they will see a list of users that they can tag.

 

Adding Huddle to a User's Role

MVP One Administrators can use the following steps to add Huddle to a User's role:

1. Select Administration.
2. Select Roles.
3. Select a Role and select Edit.
4. Scroll through the General section and check the "Huddle" box next to any record type that supports Huddle.
5. Select Save.