How to share an item

Last updated: 2021-06-02
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You can share an item from its tab

If you want to share an item with another user, you use the share icon in the top right corner of the item's tab. You have a choice of two sharing options:

  1. Send a notification about the item to the people you select
  2. Copy a direct link to the item to your clipboard, then use the Ctrl+V keyboard shortcut to paste it into the desired location, for example, in a chat message or email

If the alert or link recipient is not allowed access to the record, this item will not be displayed to them.

share item