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Siebel ePharma Handheld Guide for Windows-Powered Devices > Using ePharma Handheld > Managing Contacts >
Adding Private or Shared Notes About a Contact
Using the Private Notes and Shared Notes views you can create and update notes on contacts. Private notes are visible only to the creator of the note; shared notes are available to other sales representatives calling on the contact.
To add notes about contacts
- Navigate to the Contacts screen.
- In the My Contacts list, select the contact.
- From the Show drop-down list, select one of the following:
- Private Notes. Limits access to the note to the person creating it.
- Shared Notes. Allows all account team members to access the note.
- Tap the Private Notes or Shared Notes list to select it.
- On the toolbar, tap the New Record button.
A new row appears in the list.
- Complete the necessary fields for the record.
Tap in the Note field, and then tap the ellipsis (...) to view the entire note while you are entering text.
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Siebel ePharma Handheld Guide for Windows-Powered Devices Published: 18 July 2003 |