Modifying Retail Audit Information for a Call

Complete the following procedure to modify the retail audit information for a call.

To modify the retail audit information for a call

1. Tap Side Menu and then tap Calls Items to display the following:

   • Call details and activities in the main pane.

   • Summary call details and a second level navigation list in the side pane.

2. Navigate to the call that you want using the navigation arrows in the main pane.

   All activities for the call appear after the call details in the main pane.

3. Update an existing retail audit for the call as follows:

   1. Start the activity (if not already started) as follows:

      • Select an activity of type Retail Audit in the main pane.

      • Tap the Start Activity button to record the start date and time for the activity.

      • Drill down on the Retail Audit link in the Type field.

        All the products for the retail audit associated with the call appear in the main pane. If you can see no products, then tap List Products.

   2. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. After completing a retail audit for the call, end the activity as follows:

   1. Navigate back to the Call Items view and select the activity, of type Retail Audit, that you want to end.

   2. Tap the End Activity button to record the end date and time for the activity.