Using Catch Me Up
Catch Me Up is the quick factual handover of what changed since you last checked. It uses only saved Circle information your role can see, with dates and links to the records. Ask CC is separate: use it to ask a question about saved Circle information.
- Open Today.
- Choose Catch me up in the Catch Me Up section.
- Choose the period you want to review, then follow source links for the original records.
- For a fuller handover, choose Open full catch-up and handover on Today.
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