How do I share records?

August 17, 2015
To share a record with one of your contacts:
  1. Set up your email account.
  2. Tap the Share button or select “Share" from the more button. 
  3. On the new email, tap the Add (+) button to add people you want to share the record with.
  4. Drag and drop people from your contact list to the Add Participants section.
  5. Tap the Save checkmark.
  6. Tap the Send button to share the record.

Activity & Project Tile – tap the More Actions button, then select "Share".

Contact Tile – tap the Share button.

Any Detail View – tap the Share button.


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