Difference between revisions of "Clients:Notes Tab"
From WHMCS Documentation
(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...") |
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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. | ||
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| + | == Tagging Other Admins == | ||
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| + | You can use the staff mentions feature to tag other admins. This will send them an email notification. For more information, see [[Staff Mentions]]. | ||
Revision as of 20:58, 4 February 2022
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.
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.