How to Tag a User with an @mention

Modified on Mon, Apr 19, 2021 at 1:32 PM

Tagging a user with an @mention allows you to bring an invoice to that user's attention while keeping the conversation in context. 

How to tag a user

  1. Open an invoice.
  2. Click the More drop-down and choose Flag Invoice:

  3. In the Reason for Flagging field, type @. A list of Plate IQ users associated with your account will appear. Typing @ and the first letter(s) of the user's name may help you find the user more quickly.

  1. Add a note explaining the issue. Then click Save:

  2. An email will automatically be sent to the user to notify them that they've been @mentioned.

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