Keep your team on the same page with Passare's Notes feature.
Jump ahead
Create a note
In a case, go to the Notes page.
You can also add notes at the bottom of other pages within the case.
Begin filling out the note title and text fields with information.
Once all details are added, click Add note.
To delete or edit a note, click the ellipses icon next to your note and choose the correct action.
Important notes
Important notes are a helpful tool to keep your team aware of important or sensitive case information.
To emphasize a note, mark it as important by clicking the exclamation icon in the top-right.
All notes marked as important will have a bolded border and exclamation icon.
To flag an existing note as important, click the ellipsis and select Mark as important.
Remove a note's importance by clicking on the exclamation icon. This will remove all importance indicators.
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Important notes can be viewed from the Important Notes banner and on the Case Summary page.
Review important notes from any page of the case by clicking the banner.
A modal will appear showing all important notes for that case.
From here, you can remove importance or click the note to view the origin page for commenting or editing.
If you are meeting with a family and do not want them to see the important notes, you can dismiss the banner in that case for 2 hours by clicking the x.
You can also collapse the Important Notes section of the Case Summary page by clicking the caret.
Mention users
Let others know about a note or comment with the mention feature.
To do this, type their name using @name format and select the correct person from the list. If you want to include multiple users, separate them with a comma.
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 see Alert Preferences, click the bell icon, then the gear icon.
Here, you can configure your notification preferences for Mentions.
These preferences will apply to notes and comments.
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
Click a 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.