Managing your Accounts in Raynet is essential. You can do this in the desktop version as well as in the mobile version. In this article, we will explain how to work with them in the mobile app:
Account list view
The Account list view can be accessed from anywhere in the mobile app by tapping the menu (the three lines icon in the top left corner) » Accounts.
The Account list view will open and will be sorted alphabetically. To search up a specific Account, use the full-text search or tap the My records button to view only those Accounts in which you are listed as the Owner. You can find the Filter in the top right corner (three lines/funnel icon). Use the filter to view only those Accounts that meet the criteria you set.
On the bottom right, you will find a blue plus button which lets you create a new Account. Also located at the bottom are icons that let you easily move on to the Dashboard, Calendar, Full-text Search, or Notifications.
Directly from the Account list view in the mobile app, you can contact anyone in the following ways:
- Send SMS
- Send Email
To make a call, simply find the Account in the list and tap the phone icon » Call. Tap the three dots to see all three contacting options. These options will only be available for Accounts where this contact information is filled in.
Account detailed card
Tapping an Account in the list view will take you to the detail, where you can move between tabs just like you are used to from the desktop version.
You can use the pencil icon to edit the data in each panel. From the Account Headquarters panel, you can:
- Send Email
- Send SMS
Tap the navigation icon on the map to access your map app. From here, you can easily plan your route. Use the pencil icon at the very bottom to add Tags. If you have not added any tags previously, you will see a + Add tag button instead.
If you have any Contacts listed for the Account, you will see them on the Contacts tab, where you can again Call, Send SMS, or Send Email. Clicking on a specific contact will take you to their detail.
The other tabs, Note, History, Attachments and Discussion, work just like the tabs in the desktop version of Raynet. In all tabs, you can add data using the blue plus button.
Tapping the three dots icon in the top right corner will take you to a menu where you can Add another record to the Account, set up Security, or Delete the Account. At the bottom of the app, a single tap will take you to the Calendar, Full-text search or Notifications.
Tip: To quickly create an Account, you can use the Scan Business Card feature or the Quick Note feature.