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 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 activity as follows:

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

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

   2. Tap the activity 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 activity as follows:

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

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