Following Records and Getting a Digest
Ask Plenix to tell you when something changes, instead of opening it repeatedly to check.
The problem this solves
There is always a handful of things you are quietly waiting on. A deal that should close this week. A ticket for your most demanding client. A project the board keeps asking about.
The usual approach is to open them every few hours to see if anything changed. That is a lot of checking for very little news.
Follow them instead, and Plenix tells you when something actually happens.
How to follow something
Open the record and click the bell icon near the top. It fills in — you are now following. Click it again to stop.
You can follow:
- Tickets — see Service Desk
- Deals — see CRM
- Companies — everything happening for one client
What counts as news
Deliberately not everything. Being notified about every keystroke is the same as being notified about nothing — you learn to ignore it.
| Record | You are told when |
|---|---|
| Ticket | Status changes, someone comments, it is reassigned or resolved |
| Deal | It moves to a new stage — won, lost, or anywhere in between |
| Company | Something significant happens to that client |
A deal having its value edited does not notify you. A deal moving from Negotiation to Won does.
You never notify yourself. If you make the change, you do not get told about your own action.
You may already be following things
Some follows happen automatically, because you have clearly shown an interest:
- You are assigned a ticket → you follow it.
- You comment on something → you follow it.
You can unfollow any of these. Plenix is guessing, and you are allowed to disagree.
The email digest
Notifications appear in the bell menu in Plenix. If you would rather not sit watching that, turn on the digest: one email, on your schedule, summarising everything that happened on the things you follow.
One email a day beats forty interruptions.
Getting it right
- Follow the exceptions, not the routine. Follow the difficult client, not every client.
- Unfollow when it is done. A closed deal does not need watching. Stale follows are how a useful digest turns into noise you skip.
- If your digest is long, you are following too much. Prune it.
Where to go next
- Get to the followed records quickly → Personalising Your Menu
- Have Plenix act, not just tell you → Asking the Assistant to Do Things
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