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.


In this article:

Notify via @mention
Notify without @mention

Notify via @mention


1
Open a contact → click + Note, + Call, or + Meeting → type @username.

Contact | Notes | @ notify dropdown


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

Contact | Note saved


Notify without @mention

Jump to Article's Overview ⮝

1
Open a contact → click + Note, + Call, or + Meeting → select team members under Notify.

Contact | Notes | notify dropdown


2
The selected users will get an email notification about this record.

Contact | Note saved

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