Difference between revisions of "Staff Mentions"
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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. | 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. | ||
| − | You can | + | You can access this feature in admin notes in the '''[[Clients:Summary_Tab|Summary]]''' tab of the client profile and in [[Support Tickets|support ticket notes]]. |
==How to use @mentions== | ==How to use @mentions== | ||
Revision as of 19:09, 14 April 2022
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.
You can access this feature in admin notes in the Summary tab of the client profile and in support ticket notes.
How to use @mentions
You can perform a mention using the familiar @mention syntax. Simply enter @ followed by the admins username.
As soon as you type the @ symbol while composing a client or ticket note, a popup will appear listing the available admin users you can choose from as pictured above. Continue typing to narrow down and filter the list and complete the process by selecting an admin user and hitting enter.
Upon submission/saving of the client or support ticket note, any administrative users mentioned in the note will receive a notification email.