Yathit Mobile App provides you with all the functionality you need to create new records, edit existing ones, and delete records you no longer need.

Creating Records

  • From your home screen, you can hit the plus sign to add a new record.
  • Add the contact’s name, contact details, and job details.
  • Link the record to other relevant records like companies, accounts, tasks, etc.
  • Select the lead source, assign the record, and add a campaign.
  • Add in descriptions and updates as needed.

Editing Records

  • Select an existing record and click the “edit” action button .
  • Edit the contact’s name, contact details, and job details.
  • Link the record to other relevant records like companies, accounts, tasks, etc.
  • Edit the lead source, assignee, campaign, and more.
  • Add descriptions and updates.

Uploading Files

To upload a file to Documents module, go to Documents module. If Documents module is not appear in your drawer menu, use CUSTOMIZE MODULE option in the menu and switch on Documents module. In the Document module page, click , this will bring up option to upload a file. After uploaded, it will create a Document record with the uploaded file. You can edit or relate to the newly created Document.

More Actions

The context-sensitive, three-dot menu provides you with more options for each of the records.

  • Go into a record and click the three dots in the top right hand corner.
  • Select “Open in Web” to open this up in your native CRM app in your web browser.
  • Select “Share” to share a direct link to the record through many popular applications including email, Slack, Skype, and other communications software.
  • Select “Delete” and you will be able to delete the record, you will need to confirm any deletions.