Clients:Notes Tab - Revision history

SarahK: /* Viewing Notes */

2022-04-19T20:05:56Z

‎Viewing Notes

SarahK at 21:28, 1 March 2022

2022-03-01T21:28:06Z

SarahK: /* Tagging Other Admins */

2022-02-04T20:59:48Z

‎Tagging Other Admins

SarahK at 20:58, 4 February 2022

2022-02-04T20:58:57Z

SarahK: Created page with "{{Client Management}} The '''Notes''' tab allows you to enter private notes about a client. The tab's text includes the current number of notes. ==Viewing Notes== The notes..."

2022-01-18T14:44:52Z

Created page with "{{Client Management}} The '''Notes''' tab allows you to enter private notes about a client. The tab's text includes the current number of notes. ==Viewing Notes== The notes..."

New page

{{Client Management}}

The '''Notes''' tab allows you to enter private notes about a client. The tab's text includes the current number of notes.

==Viewing Notes==

The notes in the '''Notes''' tab are visible to all admins but are not visible to the client. You can check '''Make Sticky''' to display the note throughout the client's account and on any tickets they submit in the Admin Area.

This tab does not display the separate notes that you can view in the '''Products/Services''', '''Domains''', and '''Profile''' tabs.

@@ Line 9: / Line 9: @@
 The notes in the '''Notes''' tab are visible to all admins but are not visible to the client. You can check '''Make Sticky''' to display the note throughout the client's account and on any tickets they submit in the Admin Area.
-This tab does not display the separate notes that you can view in the '''Products/Services''', '''Domains''', and '''Profile''' tabs.
+This tab does not display the separate notes that you can view in the '''[[Clients:Products/Services Tab|Products/Services]]''', '''[[Clients:Domains Tab|Domains]]''', and '''[[Clients:Profile Tab|Profile]]''' tabs.
 == Staff Mentions ==

← Older revision		Revision as of 21:28, 1 March 2022
Line 2:		Line 2:

	The '''Notes''' tab allows you to enter private notes about a client. The tab's text includes the current number of notes.		The '''Notes''' tab allows you to enter private notes about a client. The tab's text includes the current number of notes.
		+
		+	You can access this tab when you view a client's profile at '''Clients > [[Client Management\|View/Search Clients]]'''.

	==Viewing Notes==		==Viewing Notes==

@@ Line 9: / Line 9: @@
 This tab does not display the separate notes that you can view in the '''Products/Services''', '''Domains''', and '''Profile''' tabs.
-== Tagging Other Admins ==
+== Staff Mentions ==
-You can use the staff mentions feature to tag other admins. This will send them an email notification. For more information, see [[Staff Mentions]].
+Staff mentions allow you to "tag" other administrative users and trigger an email notification to them as a quick and easy way to alert them to the note you have just added. To use a staff tag in a ticket note, type <tt>@</tt> followed by the staff member's name.

← Older revision		Revision as of 20:58, 4 February 2022
Line 8:		Line 8:

	This tab does not display the separate notes that you can view in the '''Products/Services''', '''Domains''', and '''Profile''' tabs.		This tab does not display the separate notes that you can view in the '''Products/Services''', '''Domains''', and '''Profile''' tabs.
		+
		+	== Tagging Other Admins ==
		+
		+	You can use the staff mentions feature to tag other admins. This will send them an email notification. For more information, see [[Staff Mentions]].