How to Use the Recent Tab (iPad)

The Recent tab lists the accounts that you’ve recently viewed. It’s accessible from the Accounts menu, and it’s available on all devices. Here's how it works on the iPad.

1. First, you’d need to access the Account Details page of a record. There are different ways to do this, and you can click here for the steps.

By Clicking Any Pin on the Map

Through the Accounts Menu

Using the Search Accounts Function

Through the Route Menu

2. When you’re done, go back to Accounts, tap Recent, and you’re all set.

Note: All records you've recently viewed will be listed down in the Recent tab. However, this list will be cleared once you've closed the app or logged out.