Changing the Contact Address for an Existing Call

The following procedure shows you how to change the contact address for an existing call.

To change the contact or address of an existing call

  1. Click Cancel on Signature Capture view.

  2. Click the look up icon on the Last Name field.

    The Pick Contact Applet is displayed. You can query All Contacts, Affiliated Contacts, and By Location to find the relevant contacts.

  3. Select a contact from the list, and click Pick And Sign to navigate back to the Signature Capture view.

  4. Click the look up icon on the Address field.

    The Pick Address Applet is displayed.

  5. Select the correct address from the list, and click Pick And Sign to navigate back to the Signature Capture view.