Tagging Users in Internal Notes
The Tag Users in Notes feature will allow users to tag other users within an Internal Note and notify them based on their settings within Alert Preferences.
USE CASE SCENARIO
A Passare user would like to alert the funeral director that a decedent’s widow will be in at 2 p.m. The user can simply type @ followed by the funeral director’s tag name, then that funeral director will receive a notification, depending on their notification settings.
Alerts & Notifications
To enable alerts for tagging users in notes, click on the notifications icon in at the top of the screen, then click on the settings cogwheel icon.
Then, turn ON the buttons for Text Messages, Bubble Alert and/or Email next to Notes Tags and click Save.
When a user is tagged in a note, a system notification will be added and there will be a case identifier link, that when clicked, will take you to the page where the tag was added within the case (SMS Messages will not include this link.)
For more information on enabling notifications and reminders, review our Knowledge Base Article titled Alert Preferences.
USING THE FEATURE
Tagging Users within Internal Notes
While typing a note, type the @ symbol – this will show a popover, with a list of all active users/roles within the organization. As you continue to type, the list of users/roles is narrowed down to the those that match the characters you are typing, based on the user’s first name and/or last name and/or the role title name.
If multiple users/roles are tagged in a note, separate them with a comma and a space. For example: @Admin, @Funeral.Director, @Michael.Wazowski
To tag users with specific roles, type @ and then then type in the role title. For example, @Funeral.Director, will tag all users with the role of Funeral Director, depending on their Alert Preferences settings.
Tagging all Users
To tag all users within an organization type in @all. This will notify all active users, depending on their Alert Preferences settings.
WHO DO I CALL IF I HAVE QUESTIONS?
Contact [email protected] with any questions about this feature, or call the toll-free support number: 1-800-692-5111.