Overview
When you mention a person using the "@" function in a text field — for example in negotiation notes, meeting notes, tasks or opportunities — that person immediately receives a notification in Tacto as well as by email.
Typical use cases:
Flagging a task to a colleague without writing a separate email
Bringing a responsible person directly into a meeting note
How to mention a person
In a text field with a rich text editor, type @ followed by the person's name.
Select the person from the suggestion list.
The mentioned person immediately receives a notification in Tacto and by email.
Permissions & access
Available to all users with access to tasks, meetings, negotiations and other areas that use the rich text editor.