Modifying Contact Team Information for a Contact

Complete the following procedure to modify the contact team information for a contact.

To modify the contact team 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 team as follows:

   1. Tap Contact Team in the list in the side pane.

      All team members associated with the contact appear in the Contact Team list in the main pane.

   2. Tap the team member that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You can update only the Role field and Primary check box. You must navigate away from the record to save your changes to it.

      Note: You can update the Primary check box only in online mode.

4. Add an existing person to the contact team as follows:

   1. Tap Contact Team in the list in the side pane and then tap Add (the plus (+) icon) in the main pane.

   2. Choose the person on the list that appears, and then tap OK.