Overview

We have introduced an enhancement to the Notes section that allows users to mention agents, policies, contacts, and accounts using special characters. Users can mention agents using @, policies using #, contacts using *, and accounts using % within notes. These mentions create hyperlinks to the corresponding records and enable notification-based collaboration across the platform.

Use Case: This enhancement helps users quickly reference agents, policies, contacts, and accounts within notes. Mentioned agents receive notifications, while referenced policies, contacts, and accounts are converted into hyperlinks, making it easier to access related records and collaborate efficiently.

Now you can add the Notes by Mentioned Links as given below:

1. Now you can mention “@” and add the agent’s name. The specific agent will receive an email with the notification added to the notes. You can mention the agent in the comments by using “@” followed by the agent’s name. The mentioned agent(s) will get a notification about the comment. You can add multiple agents followed by “@.”

2. Similarly, when you type “#,” the policy number will display, and from the drop-down menu, you can select the policy number. You can mention the policy number in comments by using “#” followed by the policy’s number. The referenced policy/policies will link to the policy detail page.

The verification: the given policy number will be in a hyperlink, and the link will redirect to the policy number page.

The received email will display the policy number, and when you click on the hyperlink, it will redirect to the policy number page.

3. Additionally, when you type a contact name, all the names will display for that particular contact. Select the name from the drop-down, and you will receive a hyperlink for the selected contact. You can mention contacts in comments by using “*” followed by the contacts’ names. The mentioned contact(s) will get a hyperlink to the contact detail page