Check-in Activities

Check-in Activities give you the ability to create an Activity based on your Current Location with the Activity Type, Record details and date & time automatically filled in. To enable the feature, please refer to the Check-in Activities Overview article. Once enabled, the Check-in button is conveniently available on the Home screen, Company Record View, Person Record View and Activity Record View so checking into a Record is readily available throughout the app!

The feature is location-based, prompting you to Check-in to the closest Company within a 100 meter radius. If a Company is within this radius, tapping the Check-in button will open a Notification asking you to confirm the Check-in Location.

If you desire to Check-in to a different Company, you can tap the “No, View More” option to view a list of nearby Companies within a 10 km radius in order of closeness. If the desired Company is not found on the list, you can search for any of your saved Companies. 

After confirming the Check-in, a second Notification confirms that you’ve Checked-in to the desired Company and includes options to Take Notes or Later.

The Take Notes option loads the Check-in Activity screen where the Activity Type, Record details and date & time automatically filled in. Here, you can add additional details and take Notes. 

The Later option closes the Notification but the Check-in Activity is still saved with the Activity Type, Record details and date & time automatically filled in.