Oracle CRM On Demand Connected Mobile Sales Administration Guide > Using Oracle CRM On Demand Connected Mobile Sales > Using List-Detail Record Types >

Using Detail Screens

When you select a record from a List screen, Oracle CRM On Demand Connected Mobile Sales displays the detail fields for the record. The fields displayed depend on the record type and the fields selected by the administrator. For more information, see Customizing Layouts.

NOTE:  To reduce screen space usage when displaying addresses, all address fields are displayed in comma-separated format. When creating or editing a record, each address field displays in its own field.

To use a Detail screen

Do one of the following:

• To edit the record, tap the Edit button in the title bar.
• (On iOS devices only) To go back to the Home screen, tap the middle of the title bar.
• To go back to the List screen, tap the Back button in the title bar.
• To make a phone call, tap the phone number. Calls are placed using the mobile device's phone application.
• To write an email, tap the email address. Emails are composed and sent using the mobile device's email application.
• To display a map and get directions, tap the address. Mapping and directions use the mobile device's map application.
• To jump to a related item, tap an icon in the Related Items bar. Examples of related items are contacts related to a lead, service requests related to an account, and tasks related to a contact.
• When displaying an Account or Contact, tap Appointment or Task to create a related activity. The contact name populates automatically in the new activity.
• When displaying an account, you can display news about the account by tapping the News Feed icon in the Related Items bar at the bottom of the screen. The News Feed icon appears only if the RSS feed has been configured in Oracle CRM On Demand Release 32 or later. For more information on configuring the RSS feed, see Configuring the RSS Feed for Account News.
• When displaying an account, you can add an appointment, add an attachment, or send email to a contact or team, or add a task by tapping and holding the menu icon (lll).
• When creating a lead from a list of related leads in an account, the new lead's Associated Account field populates with the name of the parent account.
• When displaying an appointment, you can add an attachment or send email to contacts and users by tapping and holding the menu icon (lll).
• When displaying a lead, you can add an appointment, add an attachment, log a call, or add a task by tapping and holding the menu icon (lll).
• When displaying a task, you can add an attachment by tapping and holding the menu icon (lll).
• When displaying an opportunity, you can add an appointment, attachment, or task, you can send an email to a contact or team, or log a call by tapping and holding the menu icon (lll).