Staff Mentions - Revision history

SarahK at 14:04, 5 May 2022

2022-05-05T14:04:04Z

SarahK at 19:09, 14 April 2022

2022-04-14T19:09:35Z

SarahK at 21:02, 1 March 2022

2022-03-01T21:02:00Z

John at 17:36, 8 March 2018

2018-03-08T17:36:05Z

Matt at 14:42, 21 February 2018

2018-02-21T14:42:37Z

Matt: Created page with "Staff Mentions allow you to "tag" other administrative users and trigger an email notification to them as a quick and easy way to alert them to the note you have just added...."

2018-02-21T14:36:41Z

Created page with "Staff Mentions allow you to "tag" other administrative users and trigger an email notification to them as a quick and easy way to alert them to the note you have just added...."

New page

Staff Mentions allow you to "tag" other administrative users and trigger an email notification to them as a quick and easy way to alert them to the note you have just added.

Staff mentions are supported for the following:

* Client Notes
* Support Ticket Notes

==How to use @mentions==

You can perform a mention using the familiar @mention syntax. Simply enter @ followed by the admins username.

As soon as you type the @ symbol while composing a client or ticket note, a popup will appear listing all the available admin users you can choose from. Continue typing to narrow down and filter the list and complete the process by selecting an admin user and hitting enter.

Upon submission/saving of the client or support ticket note, any administrative users mentioned in the note will receive a notification email.

<div class="docs-alert-info">A single note can contain multiple @mentions. All admin users mentioned in the note will receive a copy of the email notification.</div>

@@ Line 1: / Line 1: @@
-<div class="docs-alert-info"><i class="fa fa-question-circle"></i> This page describes a feature available in version 7.5 and above</div>
+<div class="docs-alert-info">
-Staff Mentions allow you to "tag" other administrative users and trigger an email notification to them as a quick and easy way to alert them to the note you have just added.
+Staff Mentions allow you to tag other administrative users and trigger an email notification to them to alert them to the note you added.
 You can access this feature in admin notes in the '''[[Clients:Summary_Tab|Summary]]''' tab of the client profile and in [[Support Tickets|support ticket notes]].
-==How to use @mentions==
+==How to Add Mentions==
-You can perform a mention using the familiar @mention syntax.  Simply enter @ followed by the admins username.
+You can add a mention by entering <tt>@</tt> and then the admin's username (for example, <tt>@username</tt>).
 [[File:Staff-mentions.png]]
-As soon as you type the @ symbol while composing a client or ticket note, a popup will appear listing the available admin users you can choose from as pictured above.  Continue typing to narrow down and filter the list and complete the process by selecting an admin user and hitting enter.
+When you type <tt>@</tt> while composing a client or ticket note, a list of the available admin users will appear (above). Continue typing to filter the list, select an admin, and press enter.
-Upon submission/saving of the client or support ticket note, any administrative users mentioned in the note will receive a notification email.
+== Notifications ==
-<div class="docs-alert-info">A single note can contain multiple @mentions.  All admin users mentioned in the note will receive a copy of the email notification.</div>
+After you save the client or support ticket note, the admin that you mentioned in the note will receive a notification email.

@@ Line 3: / Line 3: @@
 Staff Mentions allow you to "tag" other administrative users and trigger an email notification to them as a quick and easy way to alert them to the note you have just added.
-You can use staff mentions in admin notes in the '''[[Clients:Summary_Tab|Summary]]''' tab of the client profile and in [[Support Tickets|support ticket notes]].
+You can access this feature in admin notes in the '''[[Clients:Summary_Tab|Summary]]''' tab of the client profile and in [[Support Tickets|support ticket notes]].
 ==How to use @mentions==

← Older revision		Revision as of 17:36, 8 March 2018
Line 1:		Line 1:
		+	<div class="docs-alert-info"><i class="fa fa-question-circle"></i> This page describes a feature available in version 7.5 and above</div>
		+
	Staff Mentions allow you to "tag" other administrative users and trigger an email notification to them as a quick and easy way to alert them to the note you have just added.		Staff Mentions allow you to "tag" other administrative users and trigger an email notification to them as a quick and easy way to alert them to the note you have just added.