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Siebel ePharma Handheld Guide for Windows-Powered Devices > Using ePharma Handheld > Managing Contacts >

Adding Private or Shared Notes About a Contact

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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

Navigate to the Contacts screen.
In the My Contacts list, select the contact.
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.
Tap the Private Notes or Shared Notes list to select it.
On the toolbar, tap the New Record button.

A new row appears in the list.

Complete the necessary fields for the record.

Tap in the Note field, and then tap the ellipsis (...) to view the entire note while you are entering text.

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