Stay connected with your team on the go with notes & notifications in your mobile app.t
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Create a note
To write a note, first select the case.
Tap the + icon in the top right and select Note.
Type in the Title and note Text that you'd like to post in the case.
If you want to tag someone in your note, use the @mention feature.
Type @their name, select their user, and they will be notified upon saving the note.
You can also Mark as important, which highlights the note for all users.
If you want to view all notes in a case, just visit the Notes tab in the case.
Edit or delete a note
To edit or delete a note, select the pencil icon next to that note.
You can only edit or delete a note you created.
In the editing view, you can make any changes to the note and Save.
To delete the note altogether, tap Delete at the bottom of this screen.
A confirmation message will appear. Tap Delete to permanently remove the note.
⚠️ Heads up! Deleting a note will delete its comments as well.
Comment on a note
To leave a comment, tap Add a comment or View comments.
Type in your comment and tap send.
You can also @mention users in comments!
Note notifications
Receive notifications about note activity in-app and via push notifications. You will be notified if:
- Someone comments on a note you created
- Someone @mentions you or your role in a comment or note
In-app notifications
To see your notifications in the app, tap the bell icon in the bottom navigation of the Case Listing.
An orange dot on the bell icon indicates there are new notifications.
This page will show notifications in order of newest to oldest. It will indicate unread notifications with an orange dot and @mentions with orange text.
To see the full note, tap on the notification to view the case and note/comment that it is referencing.
Push notifications
You can also receive notifications directly to your phone by enabling push notifications.
Tap on your user profile in the top left corner and select Notifications.
Toggle on what activity you would like to receive push notifications for.
With this enabled, you will be notified in real time when someone interacts with you in Notes.
Need more information?
- Stay connected using Passare Notes
- Create a case in Passare Mobile
- Download Passare Mobile app (beta)
Need help? Email us at support@passare.com or call (800) 692-5111!