How to Collaborate Using Mentions in Internal Notes

Forget Post-it Notes and utilize Passare's Internal Notes.

    Need to remind a coworker about an important case detail? Use the @ symbol to Mention them in an Internal Note!

    Not only can you link people to important details within a case this feature will also notify your coworkers of the mention via text or email notification.

    To learn how to manage your alerts, see How to Create Alert Preferences for Notifications and Reminders.

    Within a case, on the Internal Notes page, use the @ symbol followed by the person's name to mention and notify that person.

    If you want to include multiple colleagues, separate them with a comma and space.

     

    internal notes

     

    To mention and notify all coworkers in a specific role, i.e. Funeral Director, use the @ symbol followed by the person's role. The notification will then go out to everyone in Passare with that role.

     

     

    Want to notify everyone?  Simply type @all to include all active users in Passare that have their Alert Preferences enabled.

    Internal Notes are available at the bottom of every page within a case. Select Page Notes if you want your note to appear on just that page or select All Notes if you want the note to appear on every page.

     

    Commonly Asked Questions:

    What if my notifications aren't showing up?

    Be sure that your settings are set up for you to receive notifications via email, text, or pop-up bubble. To check and enable these settings, be sure to look at How to Create Alert Preferences for Notifications and Reminders.

     

    Need Help? Email us at support@passare.com or call 1-800-692-5111!