Add Non-UCI Callers to Watchlist

GUIDE STATUS: IN REVIEW 

Overview

On occasion, it is necessary to add a non-UCI caller to the watchlist on a record, whether it is an incident, project, or another record. This guide describes the proper way to add a non-UCI caller to the watchlist so that they get notifications relating to the record as well. An incident record is used as an example below.

Adding a Non-UCI Caller

1. Navigate to the record you wish to add a non-UCI caller to the watchlist on (for this example, an open incident record).
2. Navigate to the Notes tab.
   
   
   
   
3. Click on the padlock icon next to Watch list to unlock editing.
   
   
   
   
4. Add the caller's email address into the Enter email address field. Click on the email icon to add the email to the watch list.
   
   
   
   ⚠️ CAUTION: Additional comments will be visible to the caller from now on. Make sure to use Work notes if notes should remain hidden from caller.