Table of Contents
Quick Search #
You will be able to locate the quick search toolbar at the top of the screen. This toolbar allows you to search the following fields:
Name Records:
- First Name
- Last Name
- Company Name
- Cell Phone
- Work Phone
- Home Phone
- Predefined Email Address
- Title
- Custom email and phone fields
Company Records: #
- Company Name
- Phone Number
- Website/Email Address
- Custom email and phone fields
Position Records: #
- Job Title
- Job ID
- Company Name
- Contact Name
- Contact Email
PCR Analytics Dashboards #
Dashboards are used to analyze user activity within the database. This add-on feature allows users to access their Analytics Dashboards when utilizing the mobile app. These can be found by selecting the Menu icon in the top right and then choosing Dashboard. Please note that only end user features are available within the app, all administrative tasks must be done via desktop.
Once in the Dashboard users will use the menu icon on the left to navigate to their various dashboards, charts, data sets and more! For more information on navigating the dashboard please see our Dashboard Documentation.