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Tagging users in notes

Overview

Collaborate with your co-workers quickly and easily. Have a question about a specific bill, invoice, vendor credit, or credit memo, or about one of your customers or vendors? Tag a user from your Bill.com account in a note, and send them an email notification, by typing @ followed by their name. 

 

How to Tag Users

  1. Open the customer, vendor, bill, invoice, vendor credit, or credit memo where you'd like to leave a note.
  2. Enter your note in the Notes section. Tag a user by typing @ followed by their name. 
    • As you type, all matching users will appear in a drop-down menu. Simply keep typing to complete the user name, or select the correct user from the menu. 
  3. Click Add. The user you've tagged will receive an email notification about the note. They can click the Reply button in the email to go directly to the note to respond.  

 

Tips

  • When responding to a note someone has tagged you in, make sure to tag back the sender, so they know you've responded. 
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