Send and receive notes in the Passare mobile app

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.

Select a case from mobile Case Listing

Tap the + icon in the top right and select Note.

Select + icon inside a case, then select "Note"

Type in the Title and note Text that you'd like to post in the case. 

Type in the note title and text

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.

Type @name to mention a user in the note

You can also Mark as important, which highlights the note for all users.

Toggle on 'Mark as important' to emphasize this note
Note marked as important

If you want to view all notes in a case, just visit the Notes tab in the case.

Notes tab in a mobile 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.


Edit icon on a note

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.

Edit view of note with delete option

A confirmation message will appear. Tap Delete to permanently remove the note.

⚠️ Heads up! Deleting a note will delete its comments as well.


Delete note confirmation

Comment on a note

To leave a comment, tap Add a comment or View comments. 

Add comment link on mobile note

View comments link on mobile note

Type in your comment and tap send.

You can also @mention users in comments!


Type in comment text, click send

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.


Notifications tab in bottom navigation

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.

Notifications page showing unread notifications and mentions

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. 

Select profile picture 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.

Push notification of note mention

 

Need more information?

 

Need help? Email us at support@passare.com or call (800) 692-5111!