Notifications center is a go-to spot to keep on top of your meeting workflows 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 list on Tact, 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.

The notifications you receive could be for –

Upcoming meeting - This notification displays reminder and information of the scheduled upcoming meetings.
Meeting follow-up - This notification is a reminder to log meeting details of an occurred meeting.
Sync errors - This notification displays any sync errors between your tact and salesforce accounts.

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.

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Manage Notification Cards

The notification cards are sectioned off by date and sorted in reverse chronological order.

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 remove it from the list by swiping left on the card.

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If you want to dismiss all or mark all your notifications to read, tap Edit at the top right and choose an option.

Upcoming Meeting

You can tap on the upcoming meeting notification card to view the details of the meeting.

Meeting Follow-up

You can log the meeting details(log an event), add a task or add additional meeting notes from the notification card.

Log an Event

After an event, you'll notice a prompt to log the details of the event to your Salesforce account.

These events include those created in Tact or synced to Tact from your Salesforce account.

1. Tap on Log from the Meeting Card.
2. Enter the details for the required fields 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.

Sync Errors

Any sync errors will persist until they are resolved (if they are not resolved the day they were created, they will show as the first 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.

You can't dismiss sync errors, but once you resolve them, they will disappear.

For any questions or queries, please reach out to us at support@tact.ai.

Articles in this section

How to use the Notifications Tab (Android)

Manage Notification Cards

Upcoming Meeting