Related Activities, Notes and Files are viewable on the Activities tab of a Record.
To add an Activity to a Record:
- Tap a Record
- Tap “Add” to the right of Activities
- Fill out all required Activity fields
- Tap “Log Activity”
To add a Note to a Record:
- Tap a Record
- Tap “Add” to the right of Notes
- Type in your Note about this Record
- Tap "Save" in the top right corner of the Notes view
To add a File to a Record:
- Tap a Record
- Make sure you’re on the Activities tab
- Scroll down to “Files”
- Tap “Add” to the right of Files
- Either take a photo or video, choose from your library or choose a document
- A pop-up will appear, prompting you to give Map My Customers access to your camera or photo library. Tap “OK” to grant permission
- Select the File you want to attach
- A thumbnail of the file will appear under the Record’s Files section on the “Activities” tab. You can tap the thumbnail to view the file
Note: The maximum file size is 250MB
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