“@-Mentioning” allows you to write notes about a given contact name within Wealthbox right from the “publisher” at the top of the Wealthbox dashboard, without having to take the laborious steps of searching for a contact and clicking to the contact record page and then writing the note.

As you can see in the images, simply write your note in the dashboard publisher and type the “@” symbol and begin typing the contact’s name (eg., person, company, or household). The options will auto-complete as you type and you can click on the name (eg. “Delilah Jones”) to automatically insert it in your note; it will highlight in blue and hyperlink. When you click “post” in the publisher, this note will cascade into the activity stream and also be recorded in the activity history section on the contact record page of Delilah Jones – without having to search and go to this page. Obviously, this social-style @mentioning in Wealthbox is private and stays within the Wealthbox CRM system.

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