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How do I send a copy of a note to someone?

Sometimes you may want to make a co-worker aware of a note you added to a record. This process will show you how to accomplish that.

Sending Notes

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

   

3. Select  and an email notification of the note will be sent to who you selected in Step 2.