Modifying Contact Information for an Activity

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

To modify the contact information for an activity

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

   • The Activities list and details for the selected activity in the main pane.

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

2. Tap an activity in the Activities list.

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

3. Update an existing activity contact as follows:

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

      All contacts associated with the activity 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 activity 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 the OK.

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

5. Create a new activity 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.