Using @Mentions in Notes

@Mentions in Notes
You can now @ your teammates directly within notes to instantly notify them. This makes collaboration faster and ensures important updates never get missed.

How It Works

Type @ followed by your teammate’s name while writing a note.
A dropdown list will appear with matching names — select the teammate you want to mention.
Once mentioned, your teammate will:
- See a notification counter update.
- Hear a sound cue to grab their attention.

Why It Matters

Keep all communication tied to the insured, policy, or task record.
Ensure your teammate is notified immediately without needing a separate email or message.
Reduce the chance of missed notes, especially during busy workflows.

Best Practices

Use @Mentions for:
- Requesting help on a task.
- Highlighting a service request update.
- Pointing out important details in a policy or insured record.
Keep notes concise — the mention will alert your teammate, and they can review the context directly in Momentum AMS.

Pro Tip:
Combine @Mentions with task creation — @ a teammate in a note and then assign them the related task so nothing falls through the cracks.