Oracle Mobile Sales Assistant Guide > Using Oracle Mobile Sales Assistant with iPhone >

Accessing Contacts

To display the Contacts list, tap its tab in the Tab bar at the bottom of the screen. If the Contacts list is not in the Tab bar, tap the More tab, and then tap Contacts.

The top of the Contacts screen has buttons for CRM, Local, and All contacts. To display only the contacts from the Siebel Industry Application Server, click CRM. To display only the contacts from the iPhone Contacts application, click Local. To display all contacts, regardless of the source, click All.

To locate a contact you can use any of the following methods:

• Scroll through the list
• Tap a quick access letter on the right to jump to the last names that begin with the selected letter
• Use the Search field at the top to display matching contacts.
• Search the Siebel Industry Application Server.

To search the Siebel Industry Application Server, you must have a server connection. Start by tapping the Search field to display the keyboard. As you type, the locally cached data is filtered and displayed. If none of the locally cached records meets your criteria, tap the Search button. Oracle Mobile Sales Assistant queries the Siebel Industry Application Server for the matching entries that you have permission to view.

To display the details of a contact, tap the contact's entry. The details are active links: tap a phone number to call it. Tap an address and it is displayed in the Map application. Tap an email address and a new email opens with the selected address already entered.

To make changes to a contact, tap Edit.

To add a contact, tap the plus button.

When adding or editing a contact, you complete the following fields:

In addition, the Contact Detail screen has links and buttons, which you can use to display more information:

• Activities link. Links to a list of activities associated with the contact. You can drill down on each activity to get more information.
• Notes link. Links to a list of notes associated with the contact. You can drill down on each note to get more information.
• Log a Call button. Tap this button to log a call with this contact.
• Share button. Tap this button to share this contact with another user. Pick the user from the user list.
• Network button. Tap this button to get a list of social networks (Facebook, Linked In, Naymz, and Spoke) to search for this contact. The search opens in Safari (the iPhone Web browser). Some social networking sites require that you have an account with them before you can search.