Smart Mentions for XFatora

Bring the right people into the conversation instantly. Smart Mentions lets you @mention teammates in context—so updates don’t get buried and collaboration stays tied to the work item.

What you can do with Smart Mentions

Mention teammates in notes and discussions

Tag someone where the work happens to request input or confirm a decision.

Reference work items (where enabled)

Attach the discussion to tasks, projects, invoices, or tickets for full context.

Instant notifications

Mentions trigger in‑app and email alerts so teammates respond faster.

Client-facing collaboration (where enabled)

Use portal-based collaboration when appropriate for customers.

Context stays attached

The conversation remains linked to the record—no searching across tools.

What you can do

  • Collaboration scenarios — Project handoffs, support escalations, and finance approvals all benefit from quick mentions.

How it works

  1. Mention a teammate directly in the relevant note, task, or discussion.
  2. They receive an immediate notification.
  3. The discussion stays attached to the work item for ongoing visibility.

Reports & visibility

  • Mention activity visibility for managers
  • Audit trail for collaboration and accountability
  • Exportable collaboration summaries

Module visuals

Smart Mentions dashboard overview
Smart Mentions workflow reporting view
Smart Mentions module detail screen

Works well with

Advanced Projects

Explore how Advanced Projects complements Smart Mentions.

Support Desk

Explore how Support Desk complements Smart Mentions.

CRM & Sales

Explore how CRM & Sales complements Smart Mentions.

People Records

Explore how People Records complements Smart Mentions.

FAQ

Do mentions trigger notifications?

Yes. Mentions trigger in-app notifications and email alerts by default.

Can we use mentions in project discussions?

Yes. Use mentions in project notes and comment threads to keep work moving.

Can customers participate (if portal enabled)?

Portal-based collaboration is available where enabled and appropriate.

Can mentions reference work items?

Yes. Link mentions to tasks, projects, invoices, and other supported records.

Start with Smart Mentions, add more anytime.

Start with Smart Mentions today and expand across modules as your teams grow.

Ready to explore Smart Mentions?

Get a guided walkthrough tailored to your workflows.

  • Personalized demo session
  • Module-specific setup guidance
  • Transparent rollout support