View or edit records from the Map

To access your records: 

1. Go to the "Map" tab at the top navigation bar.
2. Tap on a pin.

You’ll see preview details of the record, Pinned Fields and quick actions available to interact with.

Quick Actions:

• Quick edit
• Add Note
• Add Activity
• Call
• Get Directions
• Email
• Manage Groups 
• Manage Routes
• Manage Frequencies
• Street View
• Add a Relationship association
• Visit Website (on Companies)

Note: Standard and Custom Fields can be customized to be included as Pinned Fields i.e. quickly view YTD Sales custom field information in one click of the pin. To learn more about setting up Pinned Fields, please visit our List view article

To view more details of the record:

1. Click the name of the Company, Person, or Deal record
2. This will open a panel from the right-hand side of the map

There are five different tabs on the Record view:

• Details:
• Standard fields 
• Address details
• Custom fields
• Activities:
• View all activities
• Relationships:
• Related Records - Parent / Child Companies, People, Deals 
• Groups or Routes assigned to this record
• Notes:
• View all Notes
• Files:
• View all uploaded files

To read more about how to view and edit records from the list view, please visit our List view article