iPad - Manage records

Create and edit records

Go to the desired module.
Tap the Add Record icon.
Specify the details.
Tap Save.
To edit a record, tap the Edit icon in the record details page.
Modify the details, then tap Save.

View record details

Go to the desired module and tap the record you want to view. The following details will be visible as tabs:

Info tab - Displays all the available information about the record, such as name, email, phone etc.,
Available in all the modules.
Notes tab - View and create notes related to the record.
Available in all the modules.
Files tab - View and upload files related to the record.
Available in all the modules
Pipelines tab - Displays team pipelines related to the record. Available in all the modules except the Activities module.

Related tab - View open activities, closed activities, pipelines, contacts related to the record.
Available in Contacts and Pipelines modules.

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