The check-in feature allows you to record activities with the tap of a button. You can select whether check-ins are logged in for a Company or Person from the Settings menu. The check-in feature will search for the closest record in your database based on your current location.
- Tap the home icon at the bottom Navigation menu.
- Tap the blue “Check-in” button
- This will automatically identify your current location and suggest the closest Companies or Person records to use on your check-ins. Tap whether you want to confirm the proposed Company or view more records within your location.
- The activity will log under the Activity feed. You can also take notes immediately or edit them later
Note: If the Activity has required custom fields, they will need to be filled before saving.
When editing Activities, you can add more information. Learn more about activities in this article