How do I get a notification when the note is added to the Employees?

Updated on August 26, 2020 06:55AM by Admin

Notes

News Feed and Email Feed can be generated for notes added, deleted, modified within the Cases App by enabling the checkboxes.

Steps to Configure Notes

  • Login and access the Employees app from the universal menu.
  • Click on the More (...) icon and select the Notifications.






Employees

  • In the Notification page, click on the Notes. You can set the notification for whenever the Notes are Added and Modified.
  • By Default, the News Feed notification will be Enabled and Email Feed will be Disabled.
Notification

  • Enable the Toggle for Email Feed for Notes Added and Deleted.
  • All your changes will be automatically saved.
Notes

  • Now, go to the Employees and add the notes. Once the Note is added, you will get the notification in the News Feed as well as the Email notification.






Notes Added

  • You can view the News Feed under the News Feed tab






Newsfeed

  • You will get the Email Notifications as well.
Email Notitfication