Modifying Call Information for a Contact

Complete the following procedure to modify the call information for a contact. You can update only calls that are not yet submitted for processing.

To modify the call information for a contact

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

   • The Contacts list and details for the selected contact in the main pane.

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

2. Tap a contact in the Contacts list.

   All details for the selected contact appear after the list in the main pane.

3. Update an existing contact call as follows:

   1. Tap Calls in the list in the side pane.

      All calls associated with the contact appear in the Calls list in the main pane.

   2. Tap the call that you want to update.

   3. 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 contact call as follows:

   1. Tap Calls in the list in the side pane, and then tap New (the plus (+) icon) in the main pane.

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

      The following table describes the fields.

      Field Name	Description
      Name	Displays the contact associated with the call.
      Address	Displays the primary address for the contact. To select a different address, tap the Address field, and select the address from the list that appears.
      Type	Select the type of call.
      Start Date	Select the start date and time of the call.
      Call Duration	Select the number of minutes for the call duration.
      Comment	Type any necessary comment about the call.