Displaying Call Details
You can display call details by using the Call Items view or the home page.
To display call details
Tap Side Menu and then tap Call Items to display the following:
Call details and activities in the main pane.
Summary call details and a second level navigation list in the side pane.
Note: Alternately, tap Side Menu, tap Calls to display the home page, and then tap a call on the calendar in the main pane to open it and display the following:Call details and activities in the main pane.
Summary call details and a second level navigation list in the side pane.
Tasks that you can perform from this view include the following:
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.
Navigate to the following call related information using the second level navigation list in the side pane:
Retail Audits. Shows the retail audit information for the call. For more information, see Modifying Retail Audit Information for a Call.
Merchandising Audits. Shows the merchandising audit information for the call. For more information, see Modifying Merchandising Audit Information for a Call.
Orders. Shows the order information for the call. For more information, see Modifying Order Information for a Call.
Notes. Shows the note information for to the call. For more information, see Modifying Note Information for a Call.
Assessments. Shows the assessment information for the call. For more information, see Modifying Assessment Information for a Call.
Presentation Details. Shows the presentation detail information for the call. For more information, see Viewing Presentation Information for a Call.
Note: You configure second level navigation views in Siebel Tools. For more information, see About the Siebel Mobile Aurora and Zante UI Themes.