Stream in EspoCRM is a feed where you can see updates and new additions for records you follow. You are also can post to own stream and to stream of another users (since version 3.8.0). There are two kinds of stream in EspoCRM: record stream and user stream.
By default the following entities have a stream: Accounts, Contacts, Leads, Opportunities, Cases, Tasks. Administrators can enable or disable stream for a certain entity in Entity Manager.
Record Stream is shown in a Stream panel of a certain record on the detail view. Posts, updates and new additions related to the current record are displayed here.
Users can see their stream in Stream dashlet as well as under Stream tab. Users also can see stream of another users in the user's detail view, if they have an access that is controlled by
User Permission field of Roles.
In user stream you can see posts, updates and new additions related to records the user follows. You also can see posts addressed to the user. Those posts are not related to any record.
You will receive notifications about new additions to your stream that were caused by another users.
You can create post related to a certain record. You are also able to attach multiple files and images to your post. If you want to mention somebody in your post, you need just type
@ symbol and start to type user's name. The user you has mentioned in your post will be notified about it.
This feature is available since version 3.8.0.
Users can create post to certain users, to certain teams, to all users and to self. An access for this ability is controlled by
Assignment Permission field of Roles.
You can filter what to show in a stream: