Check-ins

The check-in feature allows you to record in-person activities with the tap of a button. You can select whether check-ins are logged in for a Company, Person, or both from the Settings menu.  The check-in feature will search for the closest record in your database based on your current location.

To Check-in:

1. Tap the home icon at the bottom Navigation menu.
2. If you are not physically at one account, click the blue “Check-in” button automatically identify your current location and suggest the closest Companies or Person records to use on your check-ins
   
   
   
   
3. If you are currently located at an account, a blue banner will appear prompting you to Check In to that specific account
   
   
4. Clicking the Check In button within the banner will automatically log your Activity
   1. If your organization does not require filling out information during the Check-In, you will be given the option to Take Notes immediately or to dismiss the pop-up and edit them later
      
      
      
   2. If your organization does requires filling out information during the Check In, you must select the “Finish Check In” button upon checking in to log the necessary information
      
      

5. Check-Ins are intended to capture in person Activities. When changing the Activity Type of a Check-In, some non-in-person Activity Types i.e. Emails or Phone Calls may be disabled by your MMC administrator 
   
   
   

When editing Check In Activities, you can add/edit more information such as the Title, the Associations, the Notes, and more. To learn more about activities, visit our Activity Records article.