Modifying Note Information for an Account

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

To modify the note 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 account note as follows:

   1. Tap the down arrow next to notes in the main pane.

      All the notes 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 account note as follows:

   1. Tap New (the plus (+) icon) next to Notes in the main pane.

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