EquityTouch© Mobile has a fast and accurate text search at the top of the Search view, which is smart enough to find and sort the data you need quickly. But that's only the beginning. The search context menu on the right side of the Search view has all your EquityTouch© workflow customizations waiting for you. You'll find all your saved searches in an expandable, scrollable menu, which produce the same results as your saved advanced searches in EquityTouch©. You'll also find all your Company groups, all your Person groups, all your tags (sent to and received from your colleagues), and a quick list of the most recent text searches you've run on your mobile device.
As soon as you pull down the search context menu, you'll feel right at home. Or, more importantly-- right at the office. Your saved searches, groups and tags are all right where you need them. All your pipeline goals. All your next meetings. All your most recent phone calls. All prospects in a 50-mile radius of your airport. All the searches EquityTouch© does best!
You're never far away from your data. If you can find it in EquityTouch©, you can retrieve it with just a few taps, in EquityTouch© Mobile! The key features of our Desktop Application are in every search context menu on your phone or tablet.
EquityTouch© Mobile's search results were optimized for phones and tablets. If your search results span multiple pages of data, you'll always find "Next Page" and "Previous Page" arrows for quick paging through your data. Your Search view has a footer with complete search information and always-available paging. And your session History remembers the last page you viewed, and will take you back to your results with one tap.
Your large searches will always arrive fast on your mobile device.
The Searches tab of your session History panel will always display the last search result page you were viewing, and will take you back there with one click!
Tapping on a Company search result row will take you to your company details-- for a quick view, for drilling deeper into your data from the context menu, or for editing any of your data. But you'll also find these quick and useful buttons on every Company search row.
Tapping on a Person search result row will take you to your person details-- for a quick view, for drilling deeper into your data from the context menu, or for editing any of your data. But you'll also find these quick and useful buttons on every Person search row.
Every Company and Person search result row displays your next scheduled Touch with the Company or Person, and your last Touch, as well. Tapping on a search result row takes you to a detail view, and a context menu where you can pull up all complete and incomplete touches for that Company or Person.
Touch search results are designed to show as many results possible, on any mobile device. With convenient paging at the bottom of every screen, and easy-to-select search rows,-- it's easy to locate the data you need, and select the record you want.
You're on your way to becoming an Expert in a few short minutes!