How do I use Workbooks Mobile?

Search Bar - standard fuzzy search, type brand, store, record ID, your name, anything displayed including what you put in there will be shown

Filter - tapping the small filter icon inside the search bar will give you a pop up window to filter for any of the listed properties 

note: currently all filters are standard text (i.e., in brand or account owner you will need to type out vs drop down select but this does not need to be letter for letter / word for word ~ "Xotic" will work for Xotic Flowerz // "Camp" will work for Tyler Campbell)

 

Editing a Workbook:

 

Give a tap on the line / workbook you want to edit to open the detail window and from there another little tap on the edit symbol on the bottom right (or the 3 dots on the top if more your style)

 

Editing

 

Tap again on the property you are editing

 

Outreach - multi-selectable 

 

 

Progress - single select

 

 

Workbook Notes - inline edit - little tap tap to type type 

 

 

When edits are complete, click / tap to save