Dynamic View Questions

PMA98681
PMA98681
edited 06/14/22 in Add Ons and Integrations

Good Day All, 

I am trying to familiarize myself with Dynamic View. My questions is, upon sharing the view with someone (lets say I share with my accountant) how do we send requests to update things WITHIN dynamic view? 

Let me propose an example

I need to get an update from my plumber on his repair of a pipe. I want to know if it is on track. He is a contact, and is a shared user on my Dynamic view. How do I send him something letting him know to update his task WITHIN dyamic view, not a regular update request?? 

 

Is this even possible? 

 

Thanks, 

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