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Notify group in a Private Note response


Would like to create a response that is a private note and notify’s a group of people. How do I do that?


Yep, there’s a drop down where you can select other people to notify.


sorry, what I meant was we wanted to create a request response, we we can do that. When I change the Note to “private note” I don’t get an option to mark the people I want to also notify.


Ah I gotcha now.

Yes currently no way to have a preset group there.

Though, it might be possible to approach it from the other side. So, create a trigger that looks for a certain set of conditions. When those conditions are met it emails the group. This way even if somebody replies without using this response if the conditions are such that the group should be notified they will be.