Reviewing record details on the web is a great way to see everything that has been logged in a record along with its complete history, current stage, owner, attachments, notes, photos, and any signed documents that have been added.
View the Record's History and Upcoming Activities
- Select the record on the map that you'd like to review
- Select the record's name to open its details
- Record details default to Activities where you can view Upcoming scheduled activities such as appointments, calls, visits, etc.
- Select the History tab to view all of the record's historical activities
View the Record's Contact Information
- Select the record on the map that you'd like to review
- Select the record's name to open its details
- Select the Details icon in the panel on the right to view the record's contact information such as phone number, email address, etc.
View Files That Have Been Uploaded to a Record
- Select the record on the map that you'd like to review
- Select the record's name to open its details
- Select the Files paperclip icon in the panel on the right to view all files and photos that have been attached to the record
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