Need someone on your team to review something about a particular vendor? Trigger an email message and link to that particular point within RFP365 where mentions are available.
This is available within a Vendor Notes.
- You can get there by going to your Vendors
- Select Companies
- Select the [Specific] Company (1)
- Choose Vendors Notes (2)
- Begin to type "@" then... (3)
- Select the user from the drop-down that you wish to notify... and complete your message (4)
- THEN [SAVE YOUR NOTE]
Once you SAVE YOUR NOTE It will get attributed down below in the Recent Notes like this:
And the mentioned user(s) will end up receiving an email that looks like this that will end up taking them to the Vendor Notes page:
For more information on where mentions can be used for issuers, check out this article: