Notify and mention other users in notes

Collaboration in OnePageCRM keeps your team aligned with easy communication, leaving comments, and notifications.

Tagged team members will be notified by email.

By default, users get updates for contacts they own — See here how to disable/enable this email notification.


In this article:

Notify via @mention
Notify without @mention


Notify via @mention


Use the "@" sign in OnePageCRM to quickly select a team member to update them on notes, call results, or meeting follow-ups.


1
Open a contact in OnePageCRM → click on + Note, + Call, or + Meeting → type @ followed by their username into the text box.

Contact Page | Note section | add @ to notify crm users in notes


💡 Type @all to notify all team members.


2
The mentioned user will get an email notification about this note.

Contact Page | note created



Notify without @mention

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Use the Notify dropdown in OnePageCRM to keep your team updated on notes, call results, or meeting follow-ups.


Open a contact in OnePageCRM → click on + Note, + Call, or + Meeting → under the Notify dropdown select the team members' names.

Contact Page | Note section | use the dropdown to notify crm users in notes


💡 If you selected a user by accident, simply deselect them from the Notify dropdown.

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