Accessing Actions from Records

You can access actions from top-level Account, Contact, or Opportunity records by swiping the record from right to left on a List page for that record type.

Note: Devices such as tablets that display two records on each row do not support this capability, that is, swiping from right to left on these devices does not support the additional actions for the record.

In addition, you can access additional options by tapping and holding Contact list pages.

To access actions from records by swiping on a list page

1. On the Home page, tap the record type icon, for example, the Contacts icon, to open the List page for that record type.

2. Swipe a record from the list from right to left.

   You are presented with the More option.

3. Tap More and select one of the following actions:

   • Add Appointment

   • Add Task

   • Log a Call

   • Add Attachment

4. Complete fields as necessary.

To access actions from records by tapping and holding a record (Contacts only)

1. On the Home page, tap the Contact record type icon to open the List page for Contacts.

2. Tap and hold a Contact record, and then select one of the following actions:

   • Map Address

   • Add to Favorites (if the record is not already marked as a Favorite)

   • Remove from Favorites (if the record is already marked as a Favorite)

   • Email

   • Call

3. Complete fields as necessary.