Our latest feature update introduces tagging capabilities in the comments of tasks, complete with email notifications.
Tagging and Mentions
With the update, you can mention eligible account members directly within Task comments. Type the @ symbol followed by the person’s name, then select the intended person. Availability follows the person's account and Task access.
How It Works
- Mentions: In a Task comment, type
@and select an eligible person. - Notifications: Once you submit the comment, the mention can create in-product and supported email notifications according to that person's access and settings.
- Branded Email: Supported notifications can use a verified custom sender and current email branding.
Benefits
- Improved Collaboration: Instantly bring attention to specific tasks or comments, making it easier for your team and clients to stay informed and engaged.
- Efficient Communication: Reduce the need for follow-up emails or messages by consolidating important notifications within the task comments.
- Professional Appearance: Maintain your brand’s image with white label emails, ensuring a seamless experience for your clients.
Review Task details, comments, attachments, and activity and the email sender and delivery log for the current behavior.
As always, we welcome your feedback and look forward to continuing to improve Sydnee Client Portals to meet your needs.
Thank you for choosing Sydnee Client Portals!
Warm regards,
The Sydnee Client Portals Team
