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How to Tag CRM Records in Project Comments and Contact Notes

In this article, you'll learn how to tag contacts, companies, projects, and users in Followup CRM comments and notes using the @ symbol.

 📌 @ Tags in Comments & NotesOverview

The @ tagging feature allows users to connect related CRM records directly inside comments and notes.

When writing a project comment, contact note, or company note, users can type @ to search for and tag:

  • Users
  • Contacts
  • Companies
  • Projects

This helps keep important context visible across related records without manually copying the same note into multiple places.

For example, if a project comment relates to a specific contact, you can tag that contact in the comment. The tagged context can then appear on the contact's notes feed as a synced, read-only note.

📌 Tag a Contact, Company, or Project in a Project Comment

  1. Navigate to Projects.
    Open Projects
  2. Open the project you want to update.
  3. Scroll to the Project Comments or Project History section.
  4. Click Add Comment.
    Add Comment
  5. In the comment editor, type @.
  6. Begin typing the name of the user, contact, company, or project you want to tag.
  7. Select the correct record from the dropdown list.
    Contacts drop down
  8. Complete your comment.
  9. Click Save.

Screenshot to add:

Project comment editor showing the @ mention dropdown with Users, Contacts, Companies, and Projects.

👤 Tag a Project or CRM Record in a Contact Note

  1. Navigate to Contacts.
  2. Open the contact record.
  3. Go to the Contact Notes section.
  4. Click into the note editor.
  5. Type @.
    Notes Dropdown
  6. Search for and select the project, company, contact, or user you want to tag.
  7. Complete the note.
  8. Click Save.

Contact Notes editor showing a project selected from the @ dropdown.

🏢 Tag a CRM Record in a Company Note

  1. Navigate to Companies.
  2. Open the company record.
  3. Go to the Company Notes section.
  4. Click into the note editor.
  5. Type @.
  6. Select the user, contact, company, or project you want to tag.
  7. Complete the note.
  8. Click Save.

Company Notes editor with a tagged CRM record in the note.

🔁 View Synced Notes on a Contact Record

  1. Navigate to Contacts.
  2. Open the contact record.
  3. Go to Contact Notes.
  4. Look for notes labeled:

Synced from project · Read-only

  1. Click the project link to open the original project record.

Contact Notes list showing a synced project note with the Synced from project · Read-only label.

Result

After using @ tags, related CRM records are connected directly inside comments and notes.

Users can quickly view project, contact, company, and user context from the appropriate record without creating duplicate notes.

Best Practices

✅ Use @ tags when a comment or note relates to more than one CRM record.

✅ Tag the specific contact, company, or project involved so the context is easier to find later.

✅ Use project comments for project-related updates.

✅ Use contact notes for contact-specific conversations or follow-ups.

✅ If a note appears as read-only, edit it from the original source record.

✅ Avoid creating duplicate notes when tagging can connect the same context across records.

Happy Selling! 🎉