Team members @mentions

You can add a @mention anywhere in the note, chat thread, internal comment in email thread, job description, job comment or task description—wherever you need to draw your colleague’s attention. You can @mention multiple team members inside one text field.

To tag someone, type the @ symbol in a text field and you will see an inline dropdown with a list of all team members. The list of names will be filtered further as you type more letters. Click to select a team member or use the arrow keys to navigate with the keyboard.

When using the mobile app, you can ping team members in:

• Account notes. Access them from the Notes tab of the account. 

• Chat threads. Access them from the Inbox page, Chats screen or the Chats tab of the account.

  • Job comments. Go to the Workflow screen, then open a job and go to the Comments tab.

  To add mention, add the @ symbol and select your colleague(s) from the list.

  

  Tip

  You can tag multiple team members inside one text field.

  

By default, you receive notifications in your Inbox+ and email when you’re mentioned.

You can see all alerts on mentions from your team members by selecting the Mentions filter inside the Inbox+ section.

If an employee does not have account access, they will receive a notification and will be able to request access to the account .

You may choose to receive notifications by checking the boxes in your Notification Preferences in the Settings section. Here’s more on changing notification preferences .

Note

Firm members cannot disable mentions notifications entirely. At least one notification method for mentions is required.

By default, the user mentioned receives a push notification , an Inbox notification and an email. 

You can see all alerts on mentions from your team members by using the Mentions filter inside the Inbox screen. 

Tap the notification to view it. On the opened screen, you can tap Open to go to a note or chat or Archive if no action is required on your part.