How to Tag a Web User in a Note in BigChange

This article provides a step-by-step guide on how to tag or mention another web user in a Note's dialogue in BigChange. This feature is crucial for effective communication and collaboration within the platform.

Navigating to the Notes Section

To tag a web user in a comment on a note, you first need to navigate to the CRM on the Top Menu and Select 'Notes' from the side menu.

Tagging a Web User in a Note

Once you've located the note you wish to tag a user in or clicked to add a new note, you can proceed to the Detail tab. When adding a comment in the dialogue box, type @ and as you begin typing the web user’s name, a list of web users will appear. Select the correct one and it will then appear in blue text in the comment box.

Adding the Tag

Clicking '+Add' will both add your comment to the dialogue and send an email to the tagged user to alert them of the message.

Please Note: Once a message has been added to the dialogue, it cannot be removed or edited.

Tagging Multiple Users in a Note

If required, you can tag more than one person in a comment by simply adding multiple “@ user names”, for example “@username1 @username2…”. Once they have been mentioned using this function, the next time a note is added to the thread the names of the last mentioned people will auto-populate.

Conclusion