The Internal Notes feature allows Users and Admins to collaborate more effectively by leaving contextual notes in the conversation history. This helps in ensuring that important details are not overlooked and facilitates smoother communication among team members.
How to Use Internal Notes:
Navigate to the conversation history where you wish to leave a note.
Locate the "Write a Note" option within the conversation interface.
Type your note into the text box, providing relevant context or information.
Optionally, mention another team member by using the "@" sign followed by their name to tag them and involve them in the conversation.
Once your note is ready, click "Add Note" to post it to the conversation history.
Collaboration and Mentioning:
Users and admins can mention other team members by using the "@" sign followed by their name within the note. This alerts them to the note and encourages collaboration.
By mentioning specific team members, you can ensure that relevant individuals are aware of the discussion and can contribute as necessary.
Permissions and Access:
Admins have the ability to manage permissions related to creating and viewing internal notes.
Admins can revoke access to create notes and/or view notes for specific users as needed in Account Settings, Users, and Edit Permissions under the three dots next to the relevant User.
This allows for better control over who can participate in internal discussions and access sensitive information.
The Internal Notes feature is currently only available on the website version of Text In Church.
Note on Visibility:
Users and Admins with permission to view internal threads will have access to all internal threads.
By leveraging Internal Notes in church text conversations, users and administrators can enhance collaboration, streamline communication, and ensure that important information is shared effectively within the team.