Staff Mentions

From WHMCS Documentation

Revision as of 14:04, 5 May 2022 by SarahK (talk | contribs)
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)

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.