wMobile Users' Guide

Contact Options

Contact Options

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Contact Options

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After locating a specific contact there are a number of options available for you to perform. You may need to schedule an activity, send an email message, review history data, create a history record for an unscheduled call you received, etc. wMobile has many options for working with the selected contact.

 

square_blue Schedule Activity

square_blue Complete Unscheduled Activity

square_blue View Pending

square_blue View History

square_blue Mapping and Directions

square_blue Finding the Closest Contact

square_blue Custom Fields Screens

square_blue Additional Contacts

square_blue Notes (Contact)

square_blue Edit Contact