Add Notes for a Module
- Navigate to the Clients page on the Configuration view.
-
Click the link in the NAME column for the client whose
information you want to modify.
The Client Info page appears.
- Select Notes & Notifications.
- In the module section that you want to add the notes to, next to the header, select .
-
In the User Type Access section, select from the
following user types:
- MSP - Selected by default.
Note: You cannot remove the MSP from the notes.- Supplier - Select to add any selected suppliers for the module.
- Client - Select to add managers and/or delegates for the module.
-
In the Email Notifications section, toggle on the
option, and use the radio buttons to select from the following options:
- Send as Email Digest - Sends all unread comments in one email message at
a configured time. You can configure message to be sent at a
1 Hour, 3 Hour,
8 Hour, or 24 Hour
time interval. To set the time interval, click the relevant button.Note: This setting is recommended if you have a large number of notes being edited.
- Send Email in Realtime - Sends a message when a note is modified.
- Send as Email Digest - Sends all unread comments in one email message at
a configured time. You can configure message to be sent at a
1 Hour, 3 Hour,
8 Hour, or 24 Hour
time interval. To set the time interval, click the relevant button.
- If you are configuring notes for on/off boarding, in the In-Wand Notifications, toggle on the in application notifications. If you enable this option, all MSPs with a compliance role are notified when a on/off boarding item is completed. If no compliance role is defined, all MSPs assigned to the engagement are notified.
- In the Category List section, select the check boxes for the tags that you want to configure for a note in the module.
- Click .