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Entering Shared Notes for Accounts in Siebel Medical Handheld

You enter notes to be shared across your team from the Accounts screen. Shared notes are shared with all employees that are part of a given account.

To create shared notes

1. Navigate to the Accounts screen and select an account from the My Accounts list.
2. From the Show drop-down list, choose Shared Notes.
3. Tap the Shared Notes view, and then tap the New Record button.

   The Date Created field, and the Created By field are automatically populated.

4. Tap the ellipsis (...), enter the text for your note, and then tap out of the field to close the note.