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Adding Private or Shared Notes About a Contact in Siebel Medical Handheld

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

1. Navigate to the Contacts screen, and select a contact from the My Contacts list.
2. 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.
3. Tap the New Record button, then in the note field, enter your note data.

   To enlarge the Note field, tap the ellipsis (...).