Complete tasks using the ‘step-through’ for deeper context
Rex’s ‘reminder step-through’ creates a special mode that allows users to power through their activity reminders in an incredibly efficient way.
When activated, the step-through creates a reminder overlay at the bottom of your screen, while triggering related records to appear in the background.
From there, users can interact with the related record in the standard record view. This allows quick review of contact history and rich profile information and the ability add or edit data. Once a reminder is completed, they simply click the next button and the next task related record appears.
The step-through can be minimised when you need to carry out other work in Rex and reopened later with a single click, helping keep users on track.