# Mention People and Records in a Message > Notify a teammate, a role or the whole channel, and link a job, quote, invoice, contact, lead or task in a message. Source: https://jobwisepro.com/help/team-chat/mention-people-and-records Category: Team Chat Updated: 2026-10-28 Mention a teammate, a role or the whole channel to notify them, and link a job, quote, invoice, contact, lead or task in a [team chat](/help/team-chat/introduction-to-team-chat) message. Type `@` for people, roles and `@channel`, and `#` for records, in the message box. ## Mention a teammate Use a teammate mention to notify one person. They are notified after you [send](/help/team-chat/send-and-edit-messages) the message. 1. In the message box, type `@`. - An `@` typed inside a word, such as in an email address, does not open the list. - Your own name is not in the list. 2. Type part of the teammate's name, up to three words. - A teammate who can't see the conversation is listed after the others, marked **Can't see this conversation**, and is not notified. 3. Press **Enter** or **Tab** to pick the highlighted row, or click the teammate's row. ![Mention list open after typing @ in the message box](/help-shots/team-chat/mention-people-and-records/mention-list.png) The message box shows `@Jane Smith` where the typed text was. > **Note:** Text typed by hand, without picking a row, stays plain text, and nobody is notified > for it. ## Mention a role Use a role mention to notify each member who holds the role and can read the conversation, unless they muted the channel. 1. In the message box, type `@`. 2. Type the start of the role's name. - A role appears only when at least one member can read the conversation. - A [direct message](/help/team-chat/direct-and-group-messages) lists no roles. 3. Pick the role's row. The row shows its member count. The message box shows `@Crew` where the typed text was. ## Mention the whole channel Use `@channel` to notify each joined member who can read the channel, unless they muted the channel. Only a channel you can post in offers `@channel`, and direct messages never do. Channel access is covered in [Create and manage channels](/help/team-chat/create-and-manage-channels). 1. In the message box, type `@channel`. 2. Pick the **@channel** row. The message box shows `@channel` where the typed text was. > **Warning:** Each joined member who can read the channel, except you, is notified as soon as you > send the message, unless they muted the channel or are already viewing it. ## Link a job, quote, invoice, contact, lead or task Use a record mention to link a record the message is about. Once sent, the record appears in the message with a card under it. 1. In the message box, type `#`. The list shows recent records across kinds. - Type a kind word first to narrow the list to one kind: `job`, `quote`, `invoice`, `contact`, `lead` or `task`. Plurals work too, such as `invoices`. - The list shows up to three records of each kind, or up to eight of the kind you typed. 2. To narrow the list, type up to four words: a customer's name, email or phone number, or the record's number or title. A task matches by its title or notes. 3. Pick the record's row. The message box shows the record's label where the typed text was, such as `#Job 1042 ยท Fence repair`. > **Tip:** Type `invoices smith` to list only the invoices that match Smith. ## Who gets notified Notifications go out after the message is sent, and only to members who can read the channel. Notification settings are covered in [Chat notifications and unread](/help/team-chat/chat-notifications-and-unread). - A mentioned teammate is notified if they can read the channel. - A role mention notifies each member who holds the role and can read the channel, unless they muted the channel. - `@channel` notifies each joined member who can read the channel, unless they muted the channel. - You are not notified for your own message. - A member who has the conversation open sees the message without a notification. - In a channel, a muted member is notified only for a direct mention. In a direct message, a muted member is not notified. - Replies in a thread notify its followers, except members whose notifications for that channel are set to mentions only. See [Use threads](/help/team-chat/use-threads). - A teammate mentioned in a thread reply starts following the thread, if they can read the channel. ## How a linked record appears - A record you can open shows as a link with its title. **Cmd + click** or **Ctrl + click** opens it in a new tab. - Under the message, each record shows a card with its title, its customer's details, status, date and amount, where the record has them. A job's card shows checklist progress when you can view job checklists. A task's card shows who it's assigned to and whether it's done. - Three cards show first. When there are more, a button shows the rest, labeled with their count, such as **+2 more**. After you select it, the button reads **Show less**. - A record you can't open shows its kind and a lock, with no details. - If your access to a kind covers only records assigned to you, other records of that kind show as restricted. - A deleted record shows as struck-through text, such as **Deleted job**. - The list after `#` offers only records you can open. - Search results and push notifications name a job, quote or invoice by its kind and number. Contacts, leads and tasks, and records the organization doesn't have, show only their kind. See [Search messages and files](/help/team-chat/search-messages-and-files). - A message links up to 10 records. The rest stay plain text. - Text in code formatting, between backticks or in a code block, never becomes a mention or a record link. ## Keys in the mention list - **Down arrow** and **Up arrow** move the highlight, and it wraps from the last row to the first. - **Enter** or **Tab** picks the highlighted row. **Shift + Enter** does not pick a row. - **Escape** closes the list and keeps the typed text. - While a record search is running and no rows are showing yet, **Enter** and **Tab** wait for the search instead of sending the half-typed mention as plain text.