View or edit records from the Map

To access your records: 

1. Go to the "Map" tab at the top navigation bar.
2. Tap on a pin.

You’ll see preview details of the record and quick actions available to interact with.

Quick Actions:

• Quick edit
• Call
• Get Directions
• Email

Note: Standard and Custom Fields can be customized to be included in the Pin Preview i.e. quickly view YTD Sales custom field information in one click of the pin. To learn more about customization Pin Previews on web, please visit our List view article

To view more details of the record:

1. Click the name of the Company, Person, or Deal record
2. This will open a panel from the right-hand side of the map

There are five different tabs on the Record view:

• Details:
• Standard fields 
• Address details
• Custom fields
• Activities:
• View all activities
• Relationships:
• Related Records - Parent / Child Companies, People, Deals 
• Groups or Routes assigned to this record
• Notes:
• View all Notes
• Files:
• View all uploaded files

To read more about how to view and edit records from the list view, please visit our List view article