Notes let you record details about a contact in Aloware Talk, so you do not repeat yourself on calls. In a note, you can mention another user to bring them in.
To add a note, open a contact or an Inbox conversation and click Note in the message box.
A contact open in Contacts with the Note tab selected
How mentions work in notes
When you mention another user in a note, Aloware notifies them so they can review the update and respond. Mentions help your team stay aligned on contact status, follow-ups and open issues.
Mention a user in a new note
Follow these steps to mention a user:
Open a contact or an Inbox conversation in Aloware Talk.
In the message box, click Note.
Type @ and the user's name, then pick the user from the list.
Type your note and click Add Note.
Mentioning a user in a note
The note appears in the contact's history.
A note with a mention in the contact's history
The user you mention also receives an email notification.
Email notification for a mention
The line used for the note
When you mention a user in a note, Aloware pre-selects the From line you most recently used with that contact. This works for personal line, connected line and dead-end line inboxes.
If the contact has no prior SMS or call history, choose a line yourself.
Mention a user while editing a note
You can also mention a user when you edit a note on the contact page or in an Inbox conversation. Type @ in the note box to open the mention list.
The list opens above the note box when it fits above. When the note sits near the top of the history, or the thread is short, the list opens below the note box instead, so you can see and click every user.
View received and sent mentions
Follow these steps to see notes with mentions:
Go to Inboxes and click Filter by.
Under Channels, select Mentions, then click Apply.
The Filter by menu in Inboxes
Mentions selected in the Filter by menu
The inbox then lists notes with mentions:
Received: notes where you were mentioned.
Sent: notes where you mentioned other users.
Received and sent mentions in the Inbox