You can view all of your Records on the Map or in an organized list which both can be accessed from the Map tab. Tap into an individual record to see its details and open Record View.
Records are organized into three tabs: Activities, Relationships and Details.
- The Activities tab displays the Activities, Notes and Files related to the Record
- The Relationships tab shows the Companies, People, Deals, Groups and Routes associated with the Record
- The Details tab includes the Record’s contact information, custom fields and address
To edit a Record’s basic information:
- Tap a Record
- Navigate to the Details tab
- Tap “Edit” to enter Edit Mode
- Tap on the field you want to edit
- Edit the existing information
- Tap “Save Company” button at the bottom of the screen
To delete a Record:
- On the top of the screen, slide the quick action buttons to the left
- Tap on "Delete"
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