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Projects & Productivity

Mention & Tag

Keep discussions attached to the records they concern

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What it does

Hold discussions inside the platform and pull the right people and records into them with @ mentions and # tags. A topic can point at a task, a project, a contract, an invoice, a payment or a support ticket, and mentioning a contact brings the customer into the thread. Anyone named gets an in-app notification plus an email, and customers can take part from the client portal.

Functions in this module

  • Discussion Topics
  • At Symbol Mentions
  • Hash Tag References
  • Task And Project Tags
  • Invoice And Payment Tags
  • Support Ticket Tags
  • Contact Tagging
  • Comment Threads
  • Mention Notifications
  • Mention Emails
  • Client Portal Discussions
  • Expense Mentions By Name

Where it fits on the platform

Because tags point at the invoice, payment, contract or support record, the conversation sits with the transaction instead of being lost in email. Customers reach the same thread from their portal, so questions about a bill or a job are answered where the sales and finance teams can see them.

Used by support, project and account teams that discuss customer work with colleagues.

Included in SenangUrus 360

  • Runs on the same database as finance, stock, sales and people records.
  • Role-based permissions, so access is granted module by module.
  • Delivered with implementation, data setup and training by our team.
Related modules

Often used with mention & tag

Projects & ProductivitySpreadsheet OnlineEdit and share spreadsheets inside the platform Projects & ProductivityFile SharingSend files to clients, staff or a public link Projects & ProductivityStaff WorkloadSee who is overloaded before deadlines slip Projects & ProductivityTeam PasswordKeep shared logins encrypted and under control
Questions

About the Mention & Tag module

01/Is Mention & Tag included in SenangUrus 360?
Yes — it is part of the SenangUrus 360 module library. Your plan determines how many business accounts and users you have; the module itself is switched on during implementation.
02/Can we run this module on its own?
It runs inside SenangUrus 360 and uses the platform's shared records — customers, products, accounts and users. That is what keeps reporting consistent instead of needing an integration.
03/What does setup involve?
Configuration of the module for your process, migration of the data it depends on, permissions per role, and training for the people who will use it daily.
04/Can it be tailored?
Documents, approval steps, fields and reports can be configured. Where a requirement is genuinely unique, custom development is scoped separately.
Next step

See Mention & Tag on your own data

We will run one of your real transactions through the module in a 45-minute session, so you can judge it against the work you do today.

Book a demo See all modules