You can notify coworkers inside CoreBridge by typing @ in Chat, similar to mentioning someone in Outlook. The mentioned employee (or team/role) is selected from a list and receives an in-app notification.
Where to use @mentions
@mentions are available in chat areas on records such as Estimates and Orders. This article uses Order Chat as the example; the same @ shortcut works in other chat areas that use the same composer.
How to @mention someone on an Order
- Open the Estimate or Order.
- Select the Order Notes & Chat tab (labeled Estimate Notes & Chat on estimates). See callout 1 below.
- Under Order Chat, click + Chat. See callout 2 below.
- In the message body, type @. A list of Employees, Teams, and Roles appears. See callouts 1–2 in the second screenshot.
- Select the person, team, or role you want to notify.
- Finish your message and click Save. See callout 3 in the second screenshot.
Figure 1 — On the order, open Order Notes & Chat (1), then click + Chat (2).
Figure 2 — Type @ in the message (1) to open the Employees / Teams / Roles picker (2), then click Save (3) when your message is ready.
Note: Mentions notify the selected coworker through CoreBridge notifications. You do not need to use an Outlook-style email address link — choose the employee name from the @ list.
Other ways to notify coworkers
To send a message that is not tied to a specific order or estimate, use My Profile / Messages & Notifications. Compose a message and start typing the recipient’s name to select them from your employee list.