Ideas

Tagging projects/candidate/clients in the Notes field of CW

There is no quick link approach in CW to tag a project or candidate in notes - much like an @ command in twitter/instagram/facebook.


Example would be a candidate is referred by another candidate on the system and you want to reference that in the notes and have a hyperlink to that CW profile rather than searching it.

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  • Jan 23 2023
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    Clockwork Product commented
    October 31, 2023 23:40

    Hi Phil,

    You can now mention other firm users and clients using "@" and reference and link to other objects (Companies, Projects, Deals, People, etc.) by using "#" in the notes editor.

    Thank you,

    The Clockwork Product Team

  • Guest commented
    January 23, 2023 20:37

    I can't support this feature development enough. It would be incredible to have notes be a more dynamic way of interacting with profiles in the database.


    Relationships is great for keeping track of when a candidate refers to someone, but sometimes it's helpful to see that in the context of the entire note and then be a ble to click on that name an jump to a profile quickly.

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