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 email notification 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 email 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 → type @ followed by their username into the text box.

Note: type @all to notify all team members.

The mentioned user will get an email notification that you've added this note.

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

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.

How to turn off email notifications for contacts owned by you

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

2
Under  Contact page preferences → scroll down to Receive email notifications about changes in your contacts and toggle the slider to grey if you no longer want to receive email notifications.  

Note: This feature is disabled for single-user accounts.

Notes:

  • You will only receive email notifications when another user adds a Note, Call, or Meeting for contacts owned by you.
  • 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 email notification setting off).
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us