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Creating relationships using Mentions
Creating relationships using Mentions
Ian Remington avatar
Written by Ian Remington
Updated over a week ago

Mentions are used to associate activities with additional records. Each activity will usually be associated with a parent record and regarding record, but you can also associate the activity with other records just by typing the name of a record in the notes of the activity. Records which are mentioned will then appear highlighted in the note text and the activity will show up in the activity stream of the mentioned record.

You can also mention another Crelate User in your database which will result in that user receiving a notification.

How to Configure Mentions:

Navigate to Settings | Activities | General Settings for Activities.

To use mentions, you must utilize the @ symbol and then the contact, company, or job name you're looking to tie into that specific note or activity.

From there, those will be easily view-able on the record you've logged with the associated mention. In the example below, I can select James Dulin to navigate then directly to his record.

When mentioning a Crelate User, that user will receive a notification. This is a powerful way to notify other users of important activities, tasks, and notes.

What's Next?

Need to announce an activity to your entire team? Learn how this can be accomplished by using Announcements below!

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