Tag or "@" other people and organizations in notes and activities

Bill Steele
Bill Steele Member Posts: 10
First Comment First Anniversary Photogenic
edited June 2022 in Ideas and Product Feedback #1

I know you can "@" other Pipedrive users in notes and activities, but how about using this function for other people and organizations.

E.G. "Steve referred me to Mary in Purchasing," or "Steve from Org A told me Mary at Org B also needs help with this."

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 847
    5 Likes First Anniversary First Answer Combo Breaker
    edited February 2022 #2

    You are only able to at mention people, not orgs at the moment. 

  • Bill Steele
    Bill Steele Member Posts: 10
    First Comment First Anniversary Photogenic
    edited October 2021 #3
    Boris Tsibelman said:

    You are only able to at mention people, not orgs at the moment. 

    How so? 

    I only get my company's other Pipedrive users, just like here in the community ---> @Boris Tsibelman  

    I want to tag other persons/clients/customers whatever you want to call them.

     

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