After a record has been created in the system, you have the option to share it with other users. You can use this function to share comments or information on a specific record with another user.
Share a Record
- Navigate to the record you want to share and open it.
- Press the Share icon located in the upper right corner of the screen.
- Press either Copy URL then paste and send the link to the person you want to share the record with;
OR select the app you want to use to share the link, fill in the person's contact information and send the message.