In this video
Find accounts and open Account Detail
Review residents, notes, custom fields, and status history
Filter by date range and workflow stage
Narrow results by team or owner when available
Change the sort order to find the accounts you need
Learn how to find, filter, and sort accounts in Terros for iOS, then open account details to review residents, notes, custom fields, and workflow history.
Find accounts and open Account Detail
Review residents, notes, custom fields, and status history
Filter by date range and workflow stage
Narrow results by team or owner when available
Change the sort order to find the accounts you need