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Objects available on Smobi
* Note some options are only available if the object is selected as an object in the Smobi schema i.e. if "Contacts" is not selected as an object in the schema you will not be able to add a new contact to an "Account" for instance. If you add "Contact" to your Smobi schema this option will become available.
Objects on Smobi generally have the following options:
"Search" object
The "Search" option will allow you to search your Objects by entering for example a company name or part of the company name.You results will be in a list format showing 10 results at a time by default. You have the option at the bottom of the screen to "view next" which will give you the next 10 results, and so forth.
"Edit" object
The "Options" option will give you the option to "Edit", "View Object", and "Add a Note" to an object.
When choosing "Edit", you will be able to edit all the fields like the "Account Name", the "Account Type", etc.
"Add a Note"
To "Add a Note", you will be prompted for a "Title" of the note which is compulsory and then the "Body" of the note. This note will then be added to that specific object.
* A note has to be associated with an Object. You cannot create a freestanding note.
"Add or New" object
You are able to add objects by selecting the "add Objects" option. Complete the mandatory fields and select add
"Recently Updated"
The "Recently Updated" objects will list the titles of the latest 10 objects that have been updated.
"Recently Created"
The "Recently Created" objects will list the titles of the latest 10 objects that have been created.
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