Modifying Contact Information for an Account

Complete the following procedure to modify the contact information for an account.

To modify the contact information for an account

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

   • The Accounts list and details for the selected account in the main pane.

   • A list in the side pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

   All details for the selected account appear after the list in the main pane.

3. Update an existing account contact as follows:

   1. Tap Contacts in the list in the side pane.

      All contacts associated with the account appear in the Contacts list in the main pane.

   2. Tap the contact that you want to update.

   3. 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. Add an existing contact to the account as follows:

   1. Tap Contacts in the list in the side pane, and then tap Add (the plus (+) icon) in the main pane.

   2. Choose the contact on the list that appears, and then tap OK.

   Note: In the case of child views where records are being associated, you can associate only a downloaded contact with a selected account in offline mode.

5. Create a new account contact as follows:

   1. Tap Contacts in the list in the side pane and then tap New (the double plus (++) icon) in the main pane.

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

   Note: Creating new records on this screen is supported only in online mode.