Overview

Use an @mention to notify a specific teammate from a message or note. They receive an in-app notification and an email.

Where you can use it

  • Message tab on a quote/RFQ.
  • Private Note and Public Note on a supplier purchase order.
  • Comments on an order.
  • Message tab on a client profile.

Steps

  1. Open the record and click into the message or note box.
  2. Type @. A list of your staff appears.
  3. Keep typing to filter the list, then click the person you want.
  4. Finish your text and save or send it.

What the teammate receives

  • A notification in their notification bar saying they were mentioned, with the text of your message.
  • An email with the same text and a link to log in and view the record.

Good to know

  • Notifications are sent when the message or note is first created. Editing an existing note to add a mention later does not notify anyone.
  • The mention uses the person’s user handle: their name plus a number, for example @Name_Surname_10. Picking from the list fills it in for you. If you type a handle by hand, it must match exactly.
  • Mentions are not currently confirmed for project-management task cards. Check that screen before relying on them there.