How to notify other team members in Add Note or Add Call

Easily notify an individual or all team members when adding a call note or note. In addition, you can customize your auto-notification preferences for contacts that you are the owner of. 

In this Article:

How to notify a team member using @mention in add note / add call

How to notify a team member in add note / add call from the Notify Dropdown 

How to turn off auto-notifications of contacts owned by you

How to notify a team member using @mention in add note / add call

1
Open a contact in OnePageCRM 
2
Click on  Add Note or Add Call
3
To notify a team member, simply type @ followed by their username into the text box.  Note: type @all to notify all team members.
4
The mentioned user will get an email to notify them you've added this note.

How to notify a team member in add note / add call from the Notify dropdown

1
Open a contact in OnePageCRM.
2
Click on Add Note or Add Call 
3
Under Notify, in the dropdown select the team members name to notify them.

How to turn off auto-notifications of contacts owned by you

1
Go to gear icon →  Settings →  Preferences 
2
Under  Contact page preferences → untick the checkbox if you no longer want to receive auto-notifications for contacts owned by you when another user adds a note or call.  Note: The checkbox will be disabled for single-user accounts.  


    NOTES
    • If you select a user from the Notify dropdown, and you no longer want to notify them, you will need to deselect them from the dropdown 
    • You only control auto notifications for contacts owned by yourself
    • By default, the owner of the contact gets notified via email if another user adds a call note or note (if they haven't turned this auto-notification setting off)

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