Notes
News Feed and Email Feed can be generated for notes added, deleted, and modified within the Contacts App by enabling the checkboxes.
Steps to Configure Notes
- Login and access the Insurance Tracker from the universal menu.
- Click on the More(...) icon and select the Notifications.
- On the Notification page, click on the Notes. You can set the notification for whenever the Notes are Added and Modified.
- By Default, the News Feed notification will be Enabled and the Email Feed will be Disabled.
- Enable the Toggle for Email Feed for Notes Added and Modified.
- All your changes will be automatically saved.
- Now, go to Insurance and add the notes. Once the Note is added, you will get the notification in the News Feed as well as the Email notification.
- You can view the News Feed under the News Feed tab.
- You will get the Email Notifications as well.
