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Adding or Updating Notes for a Call

Complete the following procedure to add or update notes for a call.

To add or update notes for a call

1. Tap Calls on the application banner to display the Calls list.
2. Tap a record in the Calls list.

   All details for the selected call are displayed in the work area.

3. Update an existing call note as follows:
   1. Tap Notes in the work area, and then tap the note that you want to update.

      You can filter the records in the notes list as follows:

      • Tap Note Type, then choose one of the following options to filter the list: Created By, Created, Note, or Note Type.
      • Tap the Search bar, enter a search string, and then tap Go.
   2. Tap Edit, update the note information as required, and then tap Save when finished.
4. Add a new note as follows:
   1. Tap Notes in the work area, then the plus (+) icon.
   2. Enter the information for the new note on the page that opens.
   3. Tap Save when finished.