Modifying Contact Information for an Account

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

To modify the contact 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 contact as follows:

   1. Select Contacts from the Side Menu in the main pane.

      All the contacts 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. Add an existing contact to the account as follows:

   1. Select Contacts from the Side Menu in the main pane, and then tap New (the plus (+) icon) next to Contacts in the main pane.

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

5. Create a new contact for the account as follows:

   1. Select Contacts from the Side Menu in the main pane, tap New next to Contacts, and then tap New (the plus (+) icon) on the list that appears.

   2. Enter the information for the new contact in the fields that appear, and then navigate away from the record to save it.

   3. Drill down on the link in the Last Name field to see more information about the contact.