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Adding Shared Notes About a Contact in Siebel Pharma Handheld


Using the Shared Notes view, you can create and update notes on contacts. Shared notes are available to other sales representatives calling on the contact.

To add notes about contacts

  1. Navigate to the Contacts screen, and select a contact from the My Contacts list.
  2. From the View drop-down list, select History.

    The application displays the Notes tab on the toolbar.

  3. Tap the Notes tab to select it.
  4. On the toolbar, tap the New Record button.

    A new row appears in the list.

  5. 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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