Notes can be private or public.
- Make a note just for yourself
- Under the heading Choose one or more categories, click the box for Private.
- Under the heading Notify, click
- Make this available to a select group of employees
- Under the heading Choose one or more categories, click on the box for Private.
- Under the heading Notify, click on
- Select the names of the employees you want to read this note.
- You can filter the list to only show those employees who do a certain Activity by clicking on the beside Filter Employees by Activity and selecting the appropriate Activity from the drop down.
You must decide how you want the note distributed: email, sms, or website. You can select one or all three. Since some people only receive notifications by one method, it is a good idea to select all three unless you know specifically how the recipients receive notifications.
- Make a Note for Everyone
- Under the heading Choose one or more categories click on the box for Public.
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