Recently Viewed Records (Mobile)

Much like the dashboards on the desktop version, you can view recently viewed records in a list. Either click on the “Recently Viewed” option in the menu or on the “Recent” button on the dashboard to open the “Recently Viewed” panel.

Mobile Recently Viewed 01Mobile Recently Viewed 02

The recently viewed panel will show up to 25 records you last looked at, and they are ordered oldest first. Records with relationships are highlighted with a blue relationship icon, and records with leads are highlighted with a red leads icon.

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The icon in the top right will take you to the Dashboard.

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You can tap on the “View on Map” button to pull up a map of the UK with all of the recently viewed companies highlighted on it.

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Please refer to the article on maps for further details on how to use the maps.

Tap “Go back to the previous page” to return to your list of recently viewed records.