Modifying Activity Information for an Account

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

To modify the activity information for an account

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

   • The Accounts list and details in the main pane.

   • The calendar in the side pane showing the call scheduling information.

2. Drill down on a link in the Account field to open that account record.

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

3. Update an existing activity for the account as follows:

   1. Select Activities from the Side Menu in the main pane.

      All the activities associated with the account appear in the main pane.

   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.

4. Create a new activity for the account as follows:

   1. Select Activities from the Side Menu in the main pane, and then tap New (the plus (+) icon) next to Activity in the main pane.

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