Capturing Signatures for Calls

After you enter all of the necessary information for a call, including information about dropped samples, you capture the signature of the contact for the call. You capture this signature to verify the contact’s receipt of samples. After you obtain this signature, you cannot update the dropped samples associated with it.

To capture the electronic signature for a call

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. 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.

3. Tap Sign in the main pane.

   Information about the contact for the call and about the dropped samples for the call appears.

4. Capture the signature of the contact in the signature input box.

5. If you make a mistake when capturing the signature, do one of the following as required:

   • Tap Clear to clear the signature and start again.

   • Tap Cancel to exit the call signing process.

6. Save the record.

   You can now submit the call for processing.