Watch Notes

You can specify whether a note type Allows Watching. If it does, anyone who can view a note can choose to “watch” it. This means they will automatically be notified if the note gets any replies. You can also specify whether authors will automatically watch their own notes.

But that's not all! There's a page in System Settings called "Note Watches". Here, administrators can see everyone who's watching a note, but you can also add new "watches".

New Note Watch

You can select either a single person or all members of a group to watch the notes you specify, by selecting them in either the Watcher Person or the Watcher Group fields.

Next, we can specify a specific person to watch by picking them as the Watching Person, or we can instead choose a note type to watch. If you want to get very specific, you can select both a person and a note type to watch; that will serve to only notify people of that type of note when it's added to that specific person.

You can also create exclusions to the note watch by creating a new note watch and un-checking the Watching option. For instance, if you wanted a group of your staff to be notified whenever a communication type note is added to anyone, you would set that up as normal using the process described above. But maybe you don't want them to know when someone said they contacted your senior pastor. In that case, you'd add a second note watch and select your staff group as the Watcher Group, but un-check Watching and specify your senior pastor as the Watching Person. Now your staff group won't be notified of any notes added to your senior pastor's profile, but they'll still be notified of all other communication type notes added to other people.

Note

Exceptions to the Rule
In the above example, if the Note Watch that caused your staff to get notifications of all communication notes had Allow Override un-checked, the second rule with "Watching" un-checked would no longer apply to the first rule. Use this option if there's a watching rule you want to be really sure won't get turned off by another rule.

All note notifications use the Note Watch Notification System Communications template, so edit that template if you'd like. You can specify additional recipients of all notifications by adding them to the To field in the template, or on the Send Note Notifications job itself. Note notifications will always be sent as a digest, rather than sending one email for every single watched note reply, which could quickly overwhelm your inbox.