Submitting a Record Item via Mobile
Last Updated: July 28, 2021
To add a Record Item via the Steer mobile app, follow the steps below:
Step 1: On the Home tab, tap on Add (+) on the lower-right corner of the screen
Step 2: Select Add Record Item.
Step 3: It will show you a list of templates where you are permitted to add a record. Select a template and click on Add Record button to fill-up the fields in the record.
After clicking the Submit button, a confirmation box will appear before you can submit the record. When you select Yes, your record will be saved and another box will appear asking if you want to add another record. Then it is up to you if you want to add another record or simply choose to exit.
Submitting a Record via Web
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
To add a Record Item via the Steer mobile app, follow the steps below:
Step 1: On the Home tab, tap on Add (+) on the lower-right corner of the screen
Step 2: Select Add Record Item.
Step 3: It will show you a list of templates where you are permitted to add a record. Select a template and click on Add Record button to fill-up the fields in the record.
After clicking the Submit button, a confirmation box will appear before you can submit the record. When you select Yes, your record will be saved and another box will appear asking if you want to add another record. Then it is up to you if you want to add another record or simply choose to exit.
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Submitting a Record via Web
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Updated on: 20/08/2021
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