Recently Mentioned List
T
Trevor Ellis
It would be a great tool to have a list or tab that shows the times I've mentioned others in notes or assigned a salesperson to a customer.
Shelby Parker
Really appreciate you sharing this, Trevor Ellis — I can see how a “recently mentioned” view would make follow-ups and handoffs a lot smoother. Quick couple questions so we scope it the right way: should this list be just your own mentions/assignments, or something managers could use to see activity across the whole team? What’s the main outcome you’re aiming for (e.g., quickly circle back on people you tagged, double-check routing/assignments, or find customers you recently assigned to a salesperson)? And when you say “mentioned others,” are you thinking specifically tagging another user in a note, referencing a customer/contact, or both?