Badger Maps allows you to manage your data wherever you are. In this article, we’ll teach you how to add a Main Object Record using the Web, iPhone, and Android apps. Read below to learn how.

Web App #

There are three ways of creating a new Main Object Record. We have broken them down below. Using our sample setup, let’s create a new Account.

Via the All Data Menu by Clicking the Data Type

1. Go to Data.

2. Choose which data type you’d like to add a Record to. In this example, let’s say you’d like to add an Account Record. Click on the Accounts button.

3. Click +New.

4. Fill out the fields on the Create New Account pop-up box. The ones with an asterisk * are required fields.

5. Click on Create New Account.

Via the All Data Menu by Clicking the + New Button

1. Click All Data, and click the + New button.

2. Select which data type to add. In this example, let’s add an Account, so click Accounts from the options.

3. Fill out the Create New Account form. Note that the fields with an asterisk* are required to be filled out.

4. Click on Create New Account.

Via the Pin Drop Feature

1. Right-click on the map where you want to add the Record.

2. Select which data type you want to create a Record for. In this example, we’ll add an Account Record. So we click Create Account here.

3. Fill out the fields on the Create New Account window. Take note that the fields with an asterisk * are required to be filled out.

4. Click on Create New Account and the Record will be added.

iPhone #

There are two ways you can add a Main Object Record using your iPhone. Using our sample setup, let’s say you like to add a Lead.

Through Manual Data Input

1. To start, go to Data, tap the + button, and choose Lead.

2. Fill out the details. Note that fields with an asterisk * are required.

3. Lastly, tap on Save when you’re done.

By Using the Business Card Scanner Feature

1. Go to Data, tap the + button, and choose Lead.

2. Tap the Camera Scan icon at the bottom left of the screen.

3. From here, you have the option to use your phone’s Camera to scan the business card or upload a business card photo from your Photo library.

4. The fields will be automatically filled in after you scan or upload the business card. Check for any required fields that are still blank and complete them as needed.

5. Tap Save when you’re done.

Android #

Here are the ways you can add a Main Object Record using your Android phone. Using our sample setup, let’s say you like to add a Lead.

Through Manual Data Input

1. Go to Data, tap on the + button at the bottom left of the screen, and select Lead.

2. Fill out the details. The ones with an asterisk * are required fields.

3. Tap Save when you’re done.

By Using the Business Card Scanner Feature

1. Go to Data, tap the + button, and select Lead.

2. Tap the Camera Scan icon, and choose if you want to scan the business can using your phone’s Camera or by uploading a business card photo from your Photo library.

3. After that, the fields will be filled in automatically. Check for any required fields that are still blank and complete them as needed.

4. Tap Save when you’re done.