Send a note

A note goes to the people and groups you pick on a production, and lands in the Message Center on their home page and in Notes & Email.

Who can do this: anyone whose role includes the Send Notes permission, which every standard VirtualCallboard role has, Viewer included. Anyone whose role doesn't include it can still write to management. See Send a message to your production's managers.

1. Go to Notes & Email and click Send a Note.
2. Choose the Production the note is about.
3. Add a Subject and write your Message. The formatting toolbar helps with bold, lists and links.
4. Attach a file under File if you need to (up to 10 MB).
5. Under Users and Groups, tick the people or groups to send it to. A summary below shows how many people will get it by email, app and TXT, and who won't get anything.
6. Click Send Note.

Besides showing up in the site, each note is sent by email, in the VirtualCallboard app, and by TXT message if your site has TXT messaging and the person has turned it on. Everyone controls how they get notes on the Notifications page under My Account.