Record View

Click on any Record to view, edit or delete its information from either Maps or List View. 

To view or edit the information of a Record from List View:

1. Navigate to List View by clicking “Records” via the main navigation menu  
2. From List View, click the desired Record to load its details
3. From here, you can view the Record or edit any fields
4. Click "Save Changes" once you are finished editing.

To view or edit the information of a Record from Map View:

1. Navigate to the Map by clicking “Maps” via the main navigation menu
2. From Map View, click the desired pin to load a box with the record’s name and address
   
   
   
   
3. Click on the record name
4. From here, you can view the Record or edit any fields
5. Click “Save Changes” once you are finished editing.

To use Quick Actions on a Record: 

Using the Quick Action buttons at the top of the Record View - quickly interact with records in a number of ways.  

To use the below Quick Actions, a website, phone number, email address, and physical address must be added to the record or the button will be greyed out

• Visit site (For Company records only): Quickly link out to the website listed on the Company record
• Call: Make a call right from your computer to the phone number registered 
• Email: Send an email to the email address registered on the record
• Get directions: This will open a separate window that takes you to your selected routing app with directions to get to that location
• Add Activity: Start logging an Activity associated with the opened record in one click of a button 
• Add Note: Log a Note to the Company record (This is not an Activity) 
• Manage Frequencies: Add, remove, or edit a Frequency to the opened record
• Manage Groups: Quickly add the opened record into an existing Group or into a brand new Group
• Add to Route: Quickly add the opened record into an existing Route or into a brand new Route 
• Add Relationship: Add a Parent / Child relationship with another Company record or create and  associate a new Person / Deal record 
• Street View: Visualize this record on the Google Map Street View to understand the area around the record

Note: The Quick Actions you use the most will appear at the top of the record - all other Quick Actions are accessible through the ellipses (...) on the right side

To use navigate Record View:

Use the various tabs on the Record View to find the information you are interested in:

• Details: See location and basic information about the Company
• Activities: Visualize recent activities in a scatter plot chart and add new Activities
• Relationships: View people, deals, and routes associated with the record
• Notes: See a log of all notes associated with the record and add new Notes
• Files: See all files uploaded in the record and add new files

To delete a Record:

1. From List or Map View, click into a Record to navigate to Record View
2. Scroll to the bottom of the page and click "Delete"
3. If you're sure, click "Yes" to confirm