Relate Notifications on the Homepage (Social + Relate)

To help advisors/agents stay current on high-impact client engagement opportunities, the Engagement Check-In section on the homepage displays a count of unread Relate text messages.

If an advisor/agent clicks Unread Messages, they are taken to the Relate Conversations page, where they’ll find unread text messages awaiting their review. The Unread Messages tile only appears for Relate + Social users and does not include Social Direct Messages.

*The homepage and homepage features are only visible to users with a Social license, and are not available to Relate-only users.

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