Question: How do I use the Notifications section in Act! Companion?
Product Details:
Product Family: Act!
Deployment: Desktop, Web and Cloud
Integration: Act! Web API, Act! Connect Link, Act! Companion
Answer:
When using the Act! Companion app it is possible to receive notifications on your mobile device when certain actions are performed, such as a new contact being created, or you have an upcoming Activity.
For information on configuring the Notifications you would like to receive, please see the following article:
How do I Configure my Act! Companion Settings?
There is also a Notifications section within the app itself. This allows you to view and manage all of the notifications you receive at your leisure, you can review and dismiss individual notifications as well as dismissing all of them at once.
1. To access this section, within Act! Companion tap the Menu Icon in the top left corner, and choose Notifications.
2. You will then see a list of any notifications that you have received.
3. You can tap on each notification to jump to that part of the app (for example, if a new contact has been created, tapping the notification will jump to the new contact record).
4. You can choose to Dismiss all notifications, or if you swipe left or right on any individual notification you will receive an option to dismiss it.
Related Information:
For more information about working with Act! Companion, refer to the following knowledgebase article:
How to Get Started with Act! Companion