How to mention a colleague in a value

Draw a colleague's attention to a record by writing @ and their name in a text field — they get a notification that opens the record.

1. Open a form with a text field — for example Settings → Warehouses, and fill in the New warehouse card (Code DSP, Name "Dispatch bay"). Mentions work in notes and other text fields: warehouse Notes, item Description, customer and vendor addresses, sales and purchase order notes, job notes and operations, Text and Paragraph fields of your own forms, and cell comments.
2. Type your text in the field (Notes: "Please label the racks before Friday").
3. Type @ and the first letters of the name ("@Mar"). A list of matching colleagues, with their e-mail addresses, opens under the field.
4. Click the colleague — or move with ↑ / ↓ and press Enter; Esc closes the list. The full name is written into the text ("@Maria Lopez").
5. Save the record as usual (here Save on the warehouse card; "Warehouse saved").
6. Your colleague's bell (top bar) shows "Pat Owner mentioned you in warehouse DSP" with the text. Clicking it opens the warehouse list with that row selected.

Tip: only people who are newly mentioned are notified (saving the record again does not repeat it), and nobody is notified about mentioning themselves.

Last updated 2026-11-03