Tag a user on a record

Scope and example

This workflow applies to notes on any CRM record. The examples use Contacts; the note editor is the same on other objects.

Inside a note’s editor you can type @ followed by a colleague’s name or email to mention them. It’s on the Notes tab of the record’s page.

The mention search

Typing @ opens a real-time suggestions panel: each result shows the person’s avatar, full name and email, and the panel’s footer states how many records were found in total. You don’t need to type the full name — the first few letters are enough to filter the list.

What gets saved

When you pick someone from the list, the note doesn’t save the text you typed to search: it inserts a real mention with the person’s full name, visually distinct from the rest of the note’s text.

It notifies the team — with one point left unconfirmed

The note editor’s own hint text, shown before you type anything, reads “Use @ to mention and notify the team” — that’s a claim from the product itself, not an assumption.

Mentioning yourself does not produce a new notification in your own notification center, which makes sense: nobody needs to be alerted about their own action. Mentioning another real user on the account completes the mention correctly (the search shows up, it saves as expected), but confirming the notification actually reaches them means logging into their account. For now, the editor’s hint text is the most reliable source available, not something watched arriving on the other end.