Am I notified that I need to enter a meeting note at the Contact/Firm/Deal level?
All notifications related to a record can be viewed from the record page. When Navatar attaches meetings from a user’s Outlook calendar to relevant individuals, the user will receive a notification to enter meeting notes on the home page after the meeting. However, this notification can also be viewed on any record page of the individuals who were involved.
Can I see informative notifications at the record level?
Informative notifications related to a record can also be viewed at the record level. For instance, when viewing a deal that a user is a part of, informational notifications will alert the user when another team member adds an interaction to the deal.
How can I take action on these notifications?
All action notifications feature a blue action button on the right side of the notification. The button displays “Add Note” or “Review Tags” depending on the type of notification. To complete the action, simply click on the button and follow the steps provided. Informational notifications do not require any action from you.
If I take action, do other users need to act?
If you complete an action on an item that other users have been tagged to, they will not need to take action on the item, and the action notification will disappear on their end.
Can I just be notified to take action at the record level?
We have placed notifications on the homepage and record level to ensure that no meeting notes slip through the cracks. If you remove notifications from the homepage and only see them on the record level, you may miss entering notes for specific meetings, as you will not see the notification unless you click into the specific record.
However, if necessary, we can turn off homepage notifications so that you only see them on the record level. For more information, contact our Concierge Support team.