Viewing Call Planning Information on the Calendar
On the home page, you can view the call planning and scheduling information for accounts on the calendar.
To view the call planning information
Tap Side Menu and then tap Calls to display the home page, which consists of the following:
The Calendar showing call planning information in the main pane.
The Accounts list showing summary account information in the side pane.
On the calendar in the main pane, view the call planning information as follows:
Use the navigation arrows to navigate across dates and view the calls scheduled on different dates.
Tap the Daily, Weekly, or Monthly calendar buttons to switch between the daily, weekly, or monthly view of calls scheduled.
Tap Today to see the calls scheduled for today’s date.
On the calendar in the main pane, you can do the following:
To extend the duration of a call, select the border of the call and (without releasing the selection) then move the border out.
To move a call, select the call and (without releasing the selection) then move the call to a different time or date on the calendar.
Tap a call on the calendar to drill down and open the call details. For more information, see Displaying Call Details (Siebel Consumer Goods).
On the accounts list in the side pane, you can do the following:
Sort the accounts list based on one of the following fields as required: Name, Site, Address, Route.
Select the account that you want.
Schedule a call for an account, see Scheduling Calls for Accounts.