Intuit Practice Management

Mentioning a colleague in a note or comment will notify them without having to assign the item to them.

Mention a colleague

You can add notes quickly from timelines or from the global add menu. Here's how.

A note is a conversation you hold internally within your company. Unlike an email, it is viewed only by members of your team.

Titles can be added to a note to give context to what is being discussed.

How to to add a clickable link to a note in Intuit Practice Management powered by Karbon.

Comment on a note to bring team members into a conversation, and communicate about the work or client that is being discussed.

Users receive a Triage notification when a new comment is added to a note they are involved with.

If you are part of a comment conversation on a note, you'll be notified in your Triage.

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