Browse by Solutions

Before enabling note notification, you need to create appropriate email templates that will be automatically sent by the system each time a note is created.

Steps to create the Email Template

Login and access the Cases App from the universal menu.
Click on the More(...) icon and select the settings.

In the Settings page, click on the Email and select the Email Templates.

Click on the Create button.

In the Create template page, enter the Template name.
Then, add the Subject of the Template email.

You can insert the attributes of the Cases app by using the Insert Attributes.

Enable the Toggles.
- Available for Compose Mail - to make the Template available for the Compose mails.
- Available for Note - to make the Template available for the Notes.

Enter the body of the message as per your business preferences.

Then, click on the Create button.

You can view the Created Template in the list.

Steps to Enable Email Notification

In the Settings page, click on the Email Notification under the General.
Select the Note Created.

Enable the Email notification Toggle.

By enabling the Toggle, you can view the Create button.

Click on the create button, you can view the Create Notification page.
Add the name of the Notification and the Description as per your notification.

In the Notify Recipients, you can add the separate templates for each customer, Assignee(s), and Other Recipients.
Chose the Created templates in the Customers dropdown option.

Select the Templates for the Assignee(s) and for the Other(s).
Click on the create button.

You can view the Created Notification in the list.

Now, go to the Case Overview page.
Click on the Notes Tab and create Notes.

The Create Notes side panel will get appear, selects the Template for the Notes.

Scroll down to view the Notification details, you can view the Toggles of Share with Customer, Share with Assignees and share with Others.
- By enabling the Share with Customer - the Customer will receive the Notes Notification with the selected email templates.
- By enabling the Share with Assignees - the assigned persons will get the notification with the selected email templates.
- By enabling the Others Toggle, you can add the new email ids of the persons for whom you want to notify the notes.