Tag Customer Profiles in Notes | Voters

Tag Customer Profiles in Notes

Emma Rainer

Add the ability to tag a customer profile in a note within a customer profile. 
Example tag the wife profile in the husbands customer profile. 
Something like " /John Doe is the wife of this customer. "
Just like the @ for internal but using a / for customers
Then be able to click on the name and bring up the wife's profile.

Shelby Parker

Thanks for the feedback, Emma Rainer — this is really helpful. Tagging/linking another customer profile inside a note (e.g., using a “/Name” mention that you can click to jump to the other profile) would definitely make that workflow smoother. I’m sharing this with the team for review, and we’ll follow up if we need any additional details from your use case.

Emma Rainer

Thanks (: