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The Notes feature lets operators leave contextual notes on any record, making it easy to share insights, flag issues, or communicate without leaving Forest. Notes are attached to a specific record and visible to all team members who have access to it.

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Leaving a note

  1. Open a record by clicking on it in the table view.
  2. Navigate to the Collaboration tab on the record detail view.
  3. Click Create a note.
  4. Type your message. Use @mention to notify a specific team member.
  5. Submit the note.
The note is immediately visible to other operators viewing the same record.

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Mentions and notifications

Use @username inside a note to mention a specific teammate. When mentioned:
  • They receive a red dot notification on their Collaboration tab.
  • The notification persists until they view the note.
Mentions let you request input or assign attention to a specific person.

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Viewing your notes

From the Collaboration tab (top navigation), the view shows:
  • All notes you have created across all records.
  • All notes where you have been mentioned.
This gives you a single place to track your conversations and outstanding items.