Notifications center is your go-to spot to keep on top of your meeting workflow and unresolved sync errors. The new notifications tab includes meeting notifications, sync errors, and badging for unread notifications.
Tapping on a Tact notification from your lock screen takes you to the Notifications tab where you'll see a badge letting you know the total number of unread notifications. You can also see the badge for unread notifications on the Tact icon.
Tap on a notification card to log activities or resolve any issues. Tapping on a post-meeting notification will take you to the detail screen of the meeting. Tapping on a sync error will take you to the error for resolution.
The notification cards are sectioned off by date and sorted in reverse chronological order. Any sync errors will persist until they are resolved (if they are not resolved the day they were created, they will show as the last items of the current day). If you have more than one sync error from a previous day, tap on the card to access all errors that need to be resolved.
Tapping on a card will mark it as read but you can always swipe right on a card to mark it as read or unread. You can also dismiss a notification and removed from the list by swiping left on the card. You can't dismiss sync errors, but once you resolve them, they will disappear.
If you want to dismiss all or mark all your notifications to read, tap "Edit" at the top right and choose an option.
Log an Event
After an event, you'll notice a prompt to log the details of the event to Salesforce.
*events include those created in Tact or synced to Tact from Salesforce
1. Open the notification prompt from your lock screen
2. Tap on "Log" from the Meeting Card
3. Enter details for Salesforce activity Log and tap on "Save"
Create a Task after an event
After an event in the Tact app, you'll notice a prompt to create a task.
1. Tap on "Task"
2. Enter details for a task and tap on "Save"
Create a Note from an event
After an event in Tact, you'll notice a prompt to create a note.
1. Tap on "Note"
2. Enter details for a task and tap on "Save"
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