Frequencies on Mobile

Opt into Frequencies to prevent any records from being overlooked.

The Frequency Interval is how often in days you’d like to see a specific record. The Frequency Status uses the Frequency Interval to confirm if you've carried out those actions within the specified number of days.

The status keeps you on track so you know exactly when your frequency is overdue, upcoming, or up to date. We’ll highlight the status of each record and provide clear guidance on how to get a record back on track.

It is possible to have multiple frequencies on a record if that record is a part of multiple groups with frequencies and has a frequency on the individual level. However, only one frequency can be set on the record level.

Frequencies on Individual Records

To add a frequency to an individual record:

1. Open the desired record
2. Look for the section that says “Set a Frequency” just under your quick actions. If not already open, tap the arrow on the right side to open it
3. Tap on an interval based on how frequently you’d like to see the record in days
4. If you can't find the option you want in the list, tap the ellipsis button on the right side to add a new interval
5. Please note that the record will not have a frequency status until the first activity is logged on the record

To modify a frequency:

1. Open the desired record
2. Tap “Manage Frequencies” in the quick option buttons
3. Adjust the interval and activity types as needed
   • Adjusting the Activity Types lets you determine what kind of interaction needs to be done to fulfill the Frequency such as an in person interaction (therefore not letting Tasks, Calls, Texts or Emails fulfill your Frequency)  

To remove a frequency:

1. Open the desired record
2. Tap “Manage Frequencies” in the quick option buttons
3. Tap the red “Remove this Frequency” button at the bottom of the Frequencies options
4. Please note that if a record has multiple frequencies, this only removes the individual record level frequency, not other group frequencies on that record

Frequencies on Groups

To add a frequency to a Group:

1. Open the desired group
2. Look for the section that says “Set a Frequency”. If not already open, tap the arrow on the right side to open it
3. Tap on an interval based on how frequently you’d like to see the record in days
   • If you can't find the option you want in the list, tap the ellipsis button on the right side to add a new interval
4. All records in that group will take on the Frequency you select for that group
   
5. Upon setting the Frequency interval - select "Manage Frequencies" to make any adjustments to the interval or the accepted Activity Types to fulfill this Frequency:
        

To modify a frequency on a Group:

1. Open the desired group
2. Tap the "Manage Frequencies" button within the Frequencies section
3. Adjust the interval and activity types as needed

To remove a frequency from a Group:

1. Open the desired group
2. Tap the "Manage Frequencies" button within the Frequencies section
3. Select the red "Remove Frequency" button
4. All records in this group won't have the Frequency assigned by this group anymore. If a record has frequencies set at other group or record levels, those will still be in effect

Visualizing Frequencies

You can easily see the Frequency status of your records in a variety of ways

To view frequency status on the map:

1. Tap the circular gray “Edit Pin” icon on the bottom left side of the map to color and shape your pins by frequency status.
2. You can also toggle on Alert Badges by tapping the gray “Layers” icon just below the “Edit Pin” icon on the bottom left side of the map.

To view frequency criteria on the Activity form:

1. When scheduling an activity for a record that has a frequency, you will see a banner at the bottom of the form above the “Schedule Activity” button. This banner will let you know if the planned activity meets the frequency criteria.
2. Tap on this banner to see the criteria an activity must have to fulfill the frequency.