Link Records from Rich Text

Notes, descriptions, and comments are often where decisions get explained, context gets captured, and work gets narrated. These text fields sit alongside structured data, but they're not isolated — they refer to the same records that appear in lists and forms. A note about a project references the project. A comment on a task mentions a colleague. A description links to a related document.

Record linking from rich text makes those references explicit and navigable.

Type @ to Search

In any rich text field, type @ to open an inline record search. A small search panel appears below the cursor. Type the name of a record — a contact, a project, a task, any object type in your workspace. Matching records appear in a dropdown. Select one, and a linked reference is embedded in the text.

The embedded link shows the record's name and is styled visually to distinguish it from plain text. Clicking it navigates to the record's detail view.

Links That Stay Current

Embedded record links aren't just stored text — they're live references to the actual record. If the record's name changes, links to it update throughout any rich text that references it. There's no stale link problem from record renames.

If a referenced record is deleted, links to it are flagged visually as broken and can be removed or replaced.

Context-Aware Search

The @ search panel is context-aware. When you're writing a note on an order record, typing @ prioritizes order-related records — customers, products, contacts — over unrelated object types. The most relevant records appear at the top without requiring you to specify the type.

You can also explicitly filter by object type — @task or @contact — to narrow the search before typing the record name.

Works in All Rich Text Fields

Record linking is available in every rich text field in the application: description fields, note fields, comment fields, and custom text areas. It's a capability of the rich text editor, not of specific fields.

Useful Without Being Obtrusive

Record links in text are visually distinct but not distracting. They enhance plain text with navigable references without disrupting the reading flow. A note that says "Following up on the decision made in @Q4 Planning — see also @Revenue Targets" is still readable as prose, but every reference is a direct link to the relevant record.

This turns plain text commentary into connected documentation that navigates the same records the rest of the application works with.