Difference between revisions of "Staff Mentions"

From WHMCS Documentation
 
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<div class="docs-alert-info"><i class="fa fa-question-circle"></i> This page describes a feature available in version 7.5 and above</div>
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<div class="docs-alert-info">
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We added this feature in WHMCS 7.5.
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</div>
  
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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.
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Staff Mentions allow you to tag other administrative users and trigger an email notification to them to alert them to the note you added.
  
 
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]].
 
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]].
  
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==How to use @mentions==
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==How to Add Mentions==
  
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You can perform a mention using the familiar @mention syntax.  Simply enter @ followed by the admins username.
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You can add a mention by entering <tt>@</tt> and then the admin's username (for example, <tt>@username</tt>).
  
 
[[File:Staff-mentions.png]]
 
[[File:Staff-mentions.png]]
  
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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.
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When you type <tt>@</tt> while composing a client or ticket note, a list of the available admin users will appear (above). Continue typing to filter the list, select an admin, and press enter.
  
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Upon submission/saving of the client or support ticket note, any administrative users mentioned in the note will receive a notification email.
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== Notifications ==
  
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<div class="docs-alert-info">A single note can contain multiple @mentions.  All admin users mentioned in the note will receive a copy of the email notification.</div>
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After you save the client or support ticket note, the admin that you mentioned in the note will receive a notification email.
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<div class="docs-alert-info">
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A single note can contain multiple mentions.  All admins that you mentioned in the note will receive a copy of the email notification.
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</div>

Latest revision as of 14:04, 5 May 2022

We added this feature in WHMCS 7.5.

Staff Mentions allow you to tag other administrative users and trigger an email notification to them to alert them to the note you added.

You can access this feature in admin notes in the Summary tab of the client profile and in support ticket notes.

How to Add Mentions

You can add a mention by entering @ and then the admin's username (for example, @username).

Staff-mentions.png

When you type @ while composing a client or ticket note, a list of the available admin users will appear (above). Continue typing to filter the list, select an admin, and press enter.

Notifications

After you save the client or support ticket note, the admin that you mentioned in the note will receive a notification email.

A single note can contain multiple mentions. All admins that you mentioned in the note will receive a copy of the email notification.

Retrieved from "http://3.17.75.209/index.php?title=Staff_Mentions&oldid=32541"