Editions Available: All Editions

Audience: All Users

Sending a Copy of a Note

You can send a copy of a note to a coworker to make them aware of a note you added to a record.

Sending Notes

1. When adding a note, scroll down the screen to the Email Notification section.
   
2. Select either or both:
   • Internal User(s)
   • The Internal Distribution list

   

3. Select Save 

An email notification of the note is sent to who you selected in Step 2.