The Planning Edge

Notification via Chatter

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When a new item is assigned to you, you will be notified via a chatter notification.

Notification via Chatter | Managing Enquiries | Enquiries Course | TOC | Streamline Edge Courses | ScreenSteps

Simply click on the notification bell to go to the chatter post.

Notification via Chatter | Managing Enquiries | Enquiries Course | TOC | Streamline Edge Courses | ScreenSteps

From the chatter post you will be able to go directly to the record by clicking on the person's name at the top left of the chatter post eg. Sally Bensen.

Notification via Chatter | Managing Enquiries | Enquiries Course | TOC | Streamline Edge Courses | ScreenSteps

Now you can action the item.

Item: 2.0. PLAN - Digital - Menu Special
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