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How can I set default on-screen messages?

Customize the on-screen message that will appear when a user adds a report on a product of a specific type.

Written by Marius Ekerholt
Updated yesterday

Overview
You can change the text that shows on TV screens/Feed when someone adds a report for a certain activity type (for example Sales).
This helps you control how messages look on screens for your whole company.


Prerequisites

  • You must be a Company Admin.

  • You must be able to open Manage → Activity Types.


Step 1 – Go to Activity Types

Open SalesScreen.
At the bottom left, click Manage.

In the menu that appears, click Activity Types.


Step 2 – Choose the activity type

You will now see a list of activity types (for example Sales, Send – Activity, etc.).


Step 3 – Open the Textual presentation tab

At the top of the activity type, click the tab called Textual presentation.


Step 4 – Edit the on-screen message text

On the right side, under Screens, you see a text box.
This text controls how the message looks on TV screens when someone adds this type of report.

  • You can type normal text (for example: “{%Team%} Sold {%Quantity%} To {%Customer name%} for a {%Value%}”).

  • You can click the buttons like Activity, Quantity, Value, Customer name to add variables.

  • Variables are small codes that will be replaced with real data, such as the team name, number, customer name, or value.

Under the text box, you can set Popup Value (for example Quantity or Value).
This decides what number will be shown big in the celebration popup.

You can see a Preview under the Screens section.
This shows how the on-screen message will look when it pops up on your TV screens.


Step 5 – Save your changes

When you are happy with the on-screen text and popup value, click Save changes in the top right corner.


What happens next

From now on, when users add a report of this activity type:

  • The TV screen celebration will use your new custom text.

  • The variables will be filled with the correct data (for example real team name, real value, real customer name).

  • The big number in the popup will follow the Popup Value you selected.

If you want different on-screen messages for other activity types, repeat the same steps for each type.

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