Online Searching of Records

There may be records which you have access to within your SalesNOW WEB Edition which may not be available within your SalesNOW Android Tablet Edition. For example, if you have deleted a record from your Android on the device only, you can use the Online Search to download the record from your SalesNOW on the Web. As another example, if you are a Team Leader and you have access to records from your other team members within your All Deals tab, you can download this record from your All Deals view within your SalesNOW Web Edition.

To perform an online search of records within your SalesNOW Android Tablet Edition, do the following:

  1. Tap Options on the tab bar.
  2. Tap Online Search
  3. Select the type of field that you would like to search for. For example, if it is a Contact record you are looking for, be sure that Contacts is selected.
  4. Type the name of the record that you would like to search in the Where field
  5. Tap Search to initiate the search
  6. Tap the record that you are interested in and then either View or Download the record to SalesNOW on your Android

Note: You must be within wireless coverage to use the online searching feature.

See Also:

Deleting Records