How to notify other team members in Notes, Call Notes, and Meeting Notes

We know that collaboration between you and your team is important, so in OnePageCRM, you have the option to notify your team when adding a Call, Meeting, or Note. When you add a Call, Meeting, or Note to a contact owned by another team member, they will also receive an automatic email notifying them that a particular type of note has been left for their contact. In addition, you have the customize your auto-notifications preferences for Notes, Calls, and Meetings.

In this article learn how to:
Notify a team member using @mention in + Note/Call/Meeting
Notify a team member in + Note/Call/Meeting from the Notify Dropdown
Turn off auto-notifications for contacts owned by you

How to notify a team member using @mention in + Note, + Call, or + Meeting

1
Open a contact in OnePageCRM.
2
Click on + Note, + Call ,or + Meeting

How to add a note to a contact

3
To notify a team member, type @ followed by their username into the text box. 
Note: type @all to notify all team members.

How to notify team member in notes

The mentioned user will get an email to notify them you've added this note.

Note with notified user

How to notify a team member in + Note + call + meeting from the Notify dropdown

1
Open a contact in OnePageCRM.
2
Click on + Note, + Call ,or + Meeting

How to add a note to a contact

3
Under Notify, in the dropdown select the team members' names to notify them.

Notify user from the dropdown

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

1
Go to your User Profile (top right) →  Settings →  Preferences.

How to access 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, Call, or Meeting.
Note: This checkbox is disabled for single-user accounts.

How to turn off notifcations

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 Note, Call Note, or Meeting Note (if they haven't turned this auto-notification setting off).

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