How to Respond to a Tag in Zoho CRM on a Belief Code Student’s Case

You will receive an email informing you when someone (usually a Customer Support team member or your supervisor) has tagged you in a comment.

Click on the email to see their comment.

Then Click on the highlighted L3- student email address in the box.

This will direct you to the student's case in Zoho CRM where you can reply to the comment.

Scroll down to the notes section in the case.

Write your reply in the "Add a Note" field by first tagging the person back you are responding to. Use the @ symbol and select their name from the menu that appears.

Write your reply and click return on your keyboard to enter the comments or click the Save button.

The system will notify them of the comments directed to them in an email with the tag. You will know they have been successfully tagged because the tag name will be in blue.