Keep everyone on the same page with Passare's Notes feature.
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Create a note
To add a note in Passare, go to the Notes page of any case. You can also add notes at the bottom of other pages within the case.
First, add in a note title and text.
You can also mark as important to emphasize the note. Once everything is added, click Add note.
Notes marked as important will have a bold border and exclamation icon.
To delete or edit a note, click the ellipses icon next to your note. From here, you can select to edit or delete the note.
💭 Remember... you can only edit or delete a note you created.
Mention users
Notify other users about a note or comment with the @mention feature.
To do this, type @their name and select the correct person from the list. If you want to include multiple users, separate them with a comma and space.
To notify a group of users, you can @mention an entire role (i.e. @funeraldirector) or all Passare users with @all.
Comment on a note
Keep the conversation going with note comments. Leave a comment on a note by clicking Add a comment or View comments.
Next, type in your comment and click Add.
💡 Pro tip: You can also @mention users in comments!
Note notifications
You can receive notifications for note activity by text message, email, or bubble alert.
To navigate alert preferences click the bell icon, then the gear icon.
Here, you can toggle on/off the settings you want for Note tags.
You will receive notifications based on these preferences. You will also receive them in Passare, under the bell icon.
You will be notified if:
- Someone comments on a note you created
- Someone @mentions you or your role in a comment or note
To see the full note, tap on the notification to view the case and note/comment that it is referencing.
Unread notifications are indicated by a blue dot, while any note you are @mentioned on is indicated by orange text.
Need more information?
Need help? Email us at support@passare.com or call 1-800-692-5111.