Attach and View Account Files on Mobile

VIEW AND EDIT ACCOUNT NOTES AND FILES

To view an account’s notes and files,

1. Tap on an account from any account list or from search results, you will be on the account details screen.

2. Navigate to the notes and files cube using the swipe navigation or the … menu.

3. You can see latest account notes and files.

4. If you have too many notes or files, use the text filter, sort or special filter to find a specific note or attachment.

5. Tap on view note or view file to preview it.

Only certain file formats are available to preview on a mobile device such as word, image, or pdf.

6. Tap edit on the top right screen to edit it and save or tap done to finish viewing the note or file. You can also edit by tapping the … menu and selecting edit.

ADD A NOTE OR ATTACH A FILE

To add a new note or attach a new file,

1. Navigate to the note and file cube face and tap add new.

2. Either choose a file, add a url, or indicate that it’s just a note.

3. Add details such as the description, contact & account it belongs to, select visibility and then type the notes.

4. Tap save on the top right of the screen to complete it.

DELETE A NOTE OR ATTACH A FILE

To delete a note or attachment,

1. Tap on the … menu of a record and then tap delete.

2. Confirm the delete and the note or attachment will be deleted.