iPad - Manage 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 modulesPipelines 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.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
iPhone - Manage records
Create and edit records Go to the desired module. Tap the Add Record icon. Specify the details. Tap Save. Similarly, 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 ...iPad - Manage records added via email-in
The Email-In feature lets you create email aliases for the pipelines in your Bigin account, and automatically converts customer emails received by these aliases into new records in the respective pipeline. You can directly respond to these email ...How to view task details?
To view task details 1. Open the Bigin app on your iPad. 2. Navigate to the Activities module. 3. Tap on the desired task record. Based on the nature of the task-specific information you are looking for, tap on the corresponding tab: Info, Notes, or ...Find and merge duplicate records
Duplicate records pose a significant problem when you work with large volumes of data. It is important to keep your database free from duplicates to ensure your business runs efficiently. A database containing duplicate records doesn't offer easy ...Android - Manage records
Create and edit a record Go to the desired module. Tap the Add Record icon. Specify the record's details. Tap the OK icon. To edit a record, tap the Edit icon in the record details page. Modify the details, then tap the OK icon. View record details ...