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Adding or Updating the Activities for a Call

To add a new activity or update existing activity information for a call, complete the following procedure.

To add or update an activity for a call

1. Tap Calls on the application banner to display the Calls list.
2. Tap a record in the Calls list.
3. Update the existing activity information for the call as follows:
   1. Tap Call Items in the work area, then an activity in the list.

      Required activities have a check mark next to the Required field. Activities without the check mark are optional. You can filter the records displayed in the activity list as follows:

      • Tap Type, then choose one of the following options to filter the list: Priority, Description, Required, or Type.
      • Tap the Search bar, enter a search string, and then tap Go.
   2. Tap Edit, update the information as required, and then tap Save when finished.
4. Add a new activity for a call as follows:
   1. Tap Call Items in the work area, then the plus (+) icon in the activities work area.
   2. Enter the details for the new activity on the page that opens, then tap Save.