Add a Note

  1. Click into the referral you want to add the note to. 

  2. Click on "Add Note".

  3. Type your note in. 

  4. Click on "Save Note".

Mention a Coworker

You're able to mention your coworkers to draw their attention to the referral you are adding a note to. You can only mention coworkers who have access to the location the referral is currently assigned to. They will receive in alert in the Dashboard Alert Center and receive an email. 

  1. Within your note, type @ and start typing their name (for example, @Tom) This will generate a list of your coworkers who have access to the referral's location. 

  2. Click on the coworker you want to mention. 

  3. Click on "Save Note". 


Notes support Markdown. Markdown gives you the ability to add formatting to your notes. 


# Heading


**bold text**


*Italicized text*

Block Quote

> Blockquote

Ordered List

1. First item
2. Second item
3. Third item

Unordered List

- First item
- Second item
- Third item 

Horizontal Rule

Did this answer your question?