How to collaborate with team members?
Please make sure team members are set up first.
The share permissions can be turned on in the preferences menu:
All notes will be automatically shared to team members.
Team Member's View:
Add comments for team member.
Add regular notes for the team member.
You can also see the notes of team member in the SGN sidebar. How to user sidebar?
The share permissions can be turned off in the preferences menu:
You can share single email to team members.
1. Please make sure team members are set up first, and the share permissions are turned on.
2. Team member’s email notes will be shown in the timeline tab
3. Click team member’s email note to get into email note detail, then add commnets for team member.
4. View the comments written by team members.