Managing records in iPhone
Creating records
- Open the module in which you want to add the record.
- Tap the Add
icon on the top right and select Add [Record].
- Enter the details and tap Save.
Saving record to Address Book
- Open Leads or Contacts module and select the record that you want to save.
- Tap More
>
Export.
Viewing records
- Go to any module.
- Tap the drop-down list at the top and select the list view of your choice.
Editing and deleting records
- Go to the module and select the record.
- To edit the record, do the following:
- Tap the Edit
icon at the top right corner of your screen.
- Make necessary changes and click Save.
- To delete a record, tap the more
icon and select
Delete.
Converting Leads
- Open the lead that you want to convert.
- Tap More
>
Convert Lead.
- Tap Create New Deal and add the deal information if required.
- Choose the appropriate owner in the Assigned to field.
- Enbale the Notify record owner
toggle switch to inform the owner that a record has been assigned.
- Tap Convert.
Associating records
- Open a record to which you want to associate another record.
- In the Related tab, tap the Add
icon against the related list item which you want to associate.
- Enter the details and tap Save.
Managing Subforms
- Go to the subform and click + [Subform Name] or the Add button.
- Enter the relevant details and click Save.
- Tap
or
add or remove line items in a subform respectively.
- Go to the respective module and select a record.
- Tap the subform and modify the line item as required.
- Tap Save.
- In the subform, click the Search
button.
- Enter the value you want to search for.
The search results will be highlighted.
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