Adding quick responses to a notification

You can add quick responses to a notification in the notification stream. Quick responses enable users to take a quick action directly from a notification, rather than by navigating to a record in NexJ CRM.

For example, a user could receive a notification that they have been added to the coverage team for a contact. The user could then ensure that they keep in touch with the contact by adding the contact to their monthly call list directly from the notification.

You can add the following quick responses to a notification action:

Follow-up: Enables a user to add a follow-up task to a record from a notification. The Follow-up quick response is available for call record, contact, company, household, document, event feedback, lead, opportunity, schedule item, task, or service request notifications.
Add to Call List: Enables a user to add a contact or lead to a call list from a notification. The Add to Call List quick response is available for call record, contact, document, event, event schedule item, event feedback, lead, opportunity, schedule item, task, or service request notifications.; Note: Users can add a contact to multiple call lists. Users can only add a lead to a single call list. If the lead already belongs to a call list, the Add to Call List quick response will be disabled.
Add Note: Enables a user to add a note to a record from a notification. The Add Note quick response is available for contact, company, household, event, lead, opportunity, or service request notifications.
Add Call Record: Enables a user to add a call record to a record from a notification. The Add Call Record quick response is available for contact, company, household, document, event schedule item, event feedback, lead, opportunity, schedule item, task, or service request notifications.
Mark as Complete: Enables a user to mark a record as complete from a notification. The Mark as Complete quick response is available for call record, document, schedule item, or task notifications.
Note: A call record is an internal record documenting an interaction with a contact or lead

To add a quick response to a notification:

Navigate to the Customize workspace.
In the Rules tab, select the rule in which you want to add an action to send a notification.
In the Actions tab, click the Add button and select Send Notification.
The Add Send Notification Action dialog opens.
In the Quick Responses tab, specify the quick responses to make available to users for the notification in the notification stream.
To add a quick response, click the Select button .
The Add/Edit Quick Responses dialog opens.
Select a quick response in the left column and click Add to move it to the right column.
Click OK.
The Add/Edit Quick Responses dialog closes and the quick response is added to the list.
To change the order in which quick responses display in the notification stream, select a response and use the up and down arrows reorder the list.
Note: You can add any number of responses. The first two responses is the list display in the notification in the notification stream. All responses display in the overflow menu that users open from a notification using the overflow button .

Quick responses are added to the notifications that you specify.