You can mention contacts and groups to add information.
Where can you format and tag contacts?
You can add formatting and tagging in any of these places:
Contact Description fields
Timeline input (on the Timeline page)
Timeline input (on the Daily Agenda)
Timeline input (on the add event modal
Rich Text
Currently, Dex supports adding text with the styles: Bold, Italics, Numbered List, Bulleted List, and Hyperlinks. Simply highlight the text and change the style in the toolbar. You can also use the common shortcuts:
Bold: Ctrl + B
Italics: Ctrl + I
Adding a bulleted list can also be done by typing a short dash "-" followed by a space. A numbered list can be added by typing "1." and pressing the spacebar.
Mentions & Tagging
When you're leaving a timeline note, updating a contact description, or note for a calendar event, you can now use these keys:
Use '@' to mention another contact.
Use '#' to mention a group.
Tag other contacts in an interaction on a contact's timeline by using the "@" symbol. Typing "@" brings up your list of contacts and you can simply type to search.
When you tag, there are two things to note:
🔨Create-on-mention If a contact or group does not yet exist, we'll create them.
🔗 Mention actions: If you mention one or more contact, we'll automatically add contact relations. If you mention a group, we'll add the relevant contact to the group automatically.
Note: Tagging another contact will automatically add your current note to your tagged contact's timeline.