Demo Buy

Leaving a team note on an email

From the Notes tab in the side panel, the user leaves an internal team note on the email. The note is not sent to the other party; anyone who can see the same mailbox can see it. A note can be attached only to this email, to the sender or to the sender's organization; person and organization notes also appear on later emails from that contact. Teamwork team collaboration is explained on the page.

  • User with note permission in the mailbox

How do I leave a team note on an email?

The user leaves an internal team note on the email from the Notes tab in the side panel. Who can do this: a user with note permission on the mailbox. The note is added to the list with the author's name and time; the number next to the tab increases. The note is not sent to the other party; everyone who can see the same mailbox sees it. The note can be linked only to this email, to the sender or to the sender's organization; person and organization notes also appear on subsequent emails from that contact.

Steps

  1. Open the email and click the Notes tab on the far right.

  2. Select the note's scope 1: This email, This person or This organization.

  3. Write your note 2 and click Save 3.

The Helper panel's Notes tab: note scope selection, note field and team notes
  1. 1Note scope
  2. 2Write your note
  3. 3Saves the note
The Notes tab, with demo data.
Result The note is added to the list with the author's name and time; the number next to the tab increases. You can remove your own note with Delete note.

Mentioning with @ in a note

If you start typing a teammate's name with @ while writing a note, suggestions appear from the people who can see this box. When you select someone, their name is added to the text, and when you save the note, that person receives a notification - also your highlighting is not needed.

Teammate suggestion list with @ while writing a note
  1. 1Suggestions
Teammate suggestions with @ while writing a note.
TipIf you want a teammate to look at this email, you can quickly do so without writing a note you can highlight also; both methods send the same notification, the difference being whether the note is stored permanently.

Related pages