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

Accessing Accounts

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

You cannot add or edit an account in Oracle Mobile Sales Assistant.

To locate an account you can use any of the following methods:

• Scroll through the list.
• Use the Search field at the top to display matching accounts.
• 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 matching entries that you have permission to view.

To display the details of an account, tap the account's entry. The details include:

• Account name.
• Site. If there is no site, this field does not appear.
• Phone numbers. If there is no phone number or fax number, the number field does not appear.
• Addresses. If there is more than one address, the primary address is displayed. If there is no address, the address field does not appear.

These 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.

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

• Contacts link. Links to a list of contacts associated with the account. You can drill down on each contact to get more information.
• Account Team link. Links to a list of users who are on the account team. You can drill down on each user to get more information.
• Activities. Links to activities that are related to this account. You can drill down on each activity to get more information.
• Notes. Links to notes related to this account. 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 to search for this contact. The search opens in Safari. Some social networking sites require that you have an account with them before you can search.