Modifying Call Information

Complete the following procedure to modify call information.

To modify call information

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

   • The calendar showing the call planning information in the main pane.

   • The Contacts and Accounts list in the side pane.

2. Update an existing call as follows:

   1. Tap a call on the Calendar in the main pane to open it and display the following:

      • The details for the selected call in the main pane.

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

   2. 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. The following table describes the fields that you can modify.

      Field Name	Description
      Contact	Select a contact for the call. You must select either a contact in this field or an account in the Account field. You cannot select both a contact and an account for the call.
      Account	Select an account for the call. You must select either an account in this field or a contact in the Contact field. You cannot select both an account and a contact for the call.
      Address	Displays the primary address for the contact or account that you select. To select a different address, tap the Address field, and select the address from the list that appears. When you create a call in offline mode for a new contact or account, this field is not populated with the primary address. You must select the address from the list that appears.
      Start Date	Select the call start date and time.
      Call Duration	Select the number of minutes for the call duration.

3. To schedule a new call, see Scheduling Calls For Contacts and Accounts.