Modifying Activity Information for a Call

Complete the following procedure to modify the call item information (call activity).

To modify the activity 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 view) 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 call activity as follows:

   1. 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.

   2. (Optional) Tap the activity that you want to update, and then tap the Start Activity button to record the start date and time for the activity.

   3. (Optional) Tap the activity that you want to update, and then tap the End Activity button to record the end date and time for the activity.

   4. (Optional) Tap an activity of type Retail Order that you want to update, and then tap the Prepare Visit button to automatically create an order for the call. For more information, see Preparing for a Call Visit.

4. Create a new call activity as follows:

   1. Tap New (the plus (+) icon) next to Activity in the main pane.

   2. Enter the information for the activity in the fields that appear, and then save the record.