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Official Notes Notifications

Comment Managers set the notifications that are sent when an official note is recorded or approved. Official note notifications are set by official note type.

To setup official notes notifications:

  1. From the persona menu, select onRecord.

  2. Choose Settings and Comments.

  3. Select Notifications.

  4. Select Edit next to the notification you wish to modify.

  5. Use the placeholders to craft the e-mail message that will be sent to the user.

  6. Save & Exit.