Bookshelf v8.0: Completing After-Call or Email Activities

When you use Oracle Mobile Sales Assistant to call a contact or user, you can return to Oracle Mobile Sales Assistant by pressing the Escape key. Oracle Mobile Sales Assistant then displays the After Call screen that provides links to the activities that are appropriate after a call. Table 8 lists these activities.

Table 8. After-Call Activities
Activity	Links to	More Information	Description
Log Call	Task Edit screen	Tracking Tasks	Oracle Mobile Sales Assistant creates a new task and fills some of the fields for you automatically, such as the Due date, Assigned to, Primary Contact, Account, and Opportunity. The difference between Log Call and Add Task activity is that the Completed check box is selected when you use Log Call.
Add Task	Task Edit screen	Tracking Tasks
Add Appointment	Appointment Edit screen	Using Appointments and Calendar	Oracle Mobile Sales Assistant creates a new appointment and fills some of the fields automatically, such as Date and Participants fields.
Add Contact	Contact Edit screen	Accessing Contacts	Oracle Mobile Sales Assistant creates a new contact and fills some of the fields automatically, such as Account.

When you use Oracle Mobile Sales Assistant to email a contact or user, you can return to Oracle Mobile Sales Assistant by pressing the Escape key. Oracle Mobile Sales Assistant then prompts you to log the email. If you accept the prompt Oracle Mobile Sales Assistant creates a new task with the email details and fills some of the fields for you automatically, such as the Due date, Assigned to, Primary Contact, Account, and Opportunity.

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