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Add comments and work notes to your records with your mobile app

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Add comments and work notes to your records with your mobile app

Submit work notes and comments to a record with your mobile app by posting on the Activity Stream for that record.

Before you begin

Role required: none

Procedure

  1. Navigate to the Activity Stream tab of a record, and tap the Activity Stream icon (Activity Stream icon).
    Activity Stream tab
  2. To post to the Activity Stream, tap the plus icon (Plus icon) in the record title bar.
    You can post any of the following items to the Activity Stream:
    • Work notes
    • Additional comments
    • Photos
    • Videos
    • Files
    Note: A work note appears to employees only, but an additional comment appears to employees and customers.
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