If you've added and edited records in Ontraport on your computer, the mobile app will feel familiar. In this lesson, you'll learn how to add a new record, edit an existing one, and update several records at once, wherever you are.
Start by opening the collection you want to add to, like Contacts, Deals, Companies or a custom object. The buttons in the middle of the navigation bar are shortcuts to your collections. You choose which ones show up there, and we'll cover that in the next lesson. For any other collection, tap the menu icon and pick it from the list.
In the collection, tap the plus icon. Fill in the field values, then save. Your new record is ready to go.
Which fields show up when you add a record? The same ones you've chosen for the record's Details page. So if you always want a contact's phone number or company name, add that field to the Details page. You'll see how in Customizing your app.
To edit a record, open it from the collection. On the Overview or Details page, tap the pencil icon.
That puts the record in edit mode. Tap any field to change its value, then tap the checkmark to save. If the field you need isn't showing, tap the settings icon to change which fields are displayed.
Need to make the same change to several records? In the collection, select the records, then choose Change field. This action is only in the collection, so use it when you're updating more than one record at a time.
A record's More page shows its related records, like notes and tasks, as widgets. Tap a widget to see its details. You can also choose which widgets show, and that's covered in the next lesson.
And you can keep building on a record with the actions inside it. Log a call while it's fresh, assign a task to someone on your team, add or remove tags, or add the record to an automation.
So: tap the plus icon in a collection to add a record, the pencil icon to edit one, and Change field to update many at once. Next up: customizing your app, so the fields and shortcuts you need are right where you want them.