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Leaving a note on an email, person or organization

Notes let you share information about an email, person, or organization with teammates who can see the mailbox. While writing a note, you can tag a teammate with '@'; when the note is saved, they receive a notification.

  • User with note permission in the mailbox

How do I leave a note on an email, person or organization?

Notes let you share information about an email, person, or organization with teammates who can see the mailbox. Who can do this: A user with note permission on the mailbox. A note is visible to everyone who can see the mailbox. While writing a note, you can tag a teammate with '@'; when the note is saved, they receive a notification.

Steps

  1. Open the email and tap the Notes tab at the bottom 1.

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

  3. Write your note and tap Save 3.

Notes tab: scope selection and saved note
  1. 1Notes tab
  2. 2Scope
  3. 3Save
Android application with demo data.

Tagging a teammate

  1. Type @ in the note text. A list of your teammates who can see this box opens.

  2. Tap someone in the list; their name is added to the note as @Name.

  3. When you save the note, the person you tagged receives a notification — and there is no need for the Get attention step.

Result The note is visible to everyone who can see the mailbox. Notes scoped to a person or organization also appear on subsequent mails from the same contact.
Caution Tags applied by people who cannot see this mailbox, or tags you apply yourself, are silently ignored; the note is still saved.

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