Modifying Call Information for an Account

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

To modify the call information for an account

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

   • The Accounts list and details for the selected account in the main pane.

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

2. Tap an account in the Accounts list.

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

3. Update an existing account call as follows:

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

      All calls associated with the account 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 account 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
      Account	Displays the account associated with the call.
      Address	Displays the primary address for the account. 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.