Check-ins

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.

To Check-in:

1. Tap the home icon at the bottom Navigation menu.
2. Tap the blue “Check-in” button
   
   
   
   
3. 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.
   
   
   
   
4. 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