In the top right corner of the platform screen you'll find the Information Centre. This is where you reach Account settings, do searches and manage private notes.
In this Article
With the Global Search you can find any created activity in the platform.
Use this search bar to keep track of all your recent searches and to search for content by using keywords. No matter where it is. Go ahead, give it a try!
The search function is optimized to provide accurate results based on the words that you input.
For that reason, when you type something into search you will see suggestions based on your input. The actual results will show up once you press Enter, so that they are as accurate as possible and save you precious time.
Notifications will keep you updated so that you don't miss a thing.
Under the All tab, you will find all your recent notifications. These are either coming with information from your tools or being generated by the system (like maintenance notices, marketing promotions, events and webinars). Notifications from Audience and Insights, however, are not supported at this time.
Click Unread, to see those notifications you haven't read yet. To mark a notification as read, click the eye icon. To delete a notification, click on the "x" icon.
User Activity stream
The User Activity stream will allow you to keep track of what all users in the account are doing.
Here you find all the recent actions users have performed anywhere in the platform, from editing an Email template to importing Audience profiles.
Click on the activity link displayed in the stream, to learn more about a specific activity.
Do you have a user in more than one account?
Open the sidebar by clicking on your Profile picture, and you will see the option to switch account.
Go to Switch Account and choose another account from the dropdown menu.
Are you sure? If you are, click Yes. Otherwise, Cancel.
Private Notes are quick user-specific sketches that help users keep track of small bits of information. They appear as circle icons in the Calendar on the Start page.
These can be used for quick reminders, something for the user's eyes only.
Add a Note
1. Open the Information Centre and click on your profile picture.
2. Scroll down to Notes and To-dos, under Notes tab click Add Notes.
3. Give it a headline and a description. Click Save. To scrap the note, click Cancel.
Delete or edit a Note
To delete the Note, click the X next to the Note.
Select field you wish to edit, either headline or description and simply edit the text. Your changes will be saved automatically.
Change order by dragging and dropping. Just select a Note and drag it to another place in the list.
To-do's are account-wide task reminders located in your Information Centre. They appear as circle icons in the Calendar on the Start page.
Whenever a User creates a To-do, regardless of whether it was an Account Owner or Admin User, these will be visible to all Users of the account.
Add a To-do
1. Open the Information Centre and click on your Profile picture.
2. Scroll down to Notes and To-Do's, under To-Do's tab click Add To-do.
3. Fill out Headline and a Description. Choose a due date for your to-do.
4. Click Save. To scrap the To-Do, click Cancel.
Edit or delete a To-do
Edit text - Click on the field you wish to edit, either headline or description and simply edit the text. Your changes will be saved automatically.
Edit date - Click on the date field and then select a different date on the calendar. Use the arrows to go back and forth between months.
To Delete a To-do, click the X on the right.
Mark a To-do as done
To mark as done, click the circle next to the To-do you want to mark as done. Your item will now be moved to a separate tab for done items.
If you need to undo it, locate the item and click on the circle again.