Tap on any account in the list to draw out the actions sidebar. The actions from the sidebar are described below.
Notice there are two buttons for each action that behave differently. Pressing on the button containing the label will open its full functional mode, whereas pressing the arrow button beside it opens its quick access tile. The benefit of the latter is to allow more than one action menu to be opened in one view.
Note: The Account Sidebar is not available whilst the app is in Offline Mode.
Start
This option quickly creates a call for the account to add it directly into the diary – then opens the call immediately after. It is used most commonly for spontaneous calls that were not planned on the day.
Open
If the app has detected there is a call for the selected account already in the diary, on the current day, then the default logic is to open the existing call instead of unnecessarily adding another one to the diary.
Call Types
Always check to see if the correct Call Type has been selected before pressing on “Start a New Call” since each one can have specific workflows set up.
Schedule a New Call
This option is useful to add pre-appointed calls into the diary.
Account Details – Quick View
Pressing on “Account Details” button will load the details in full view. Pressing its arrow button accesses a condensed version of the account details in this tile.
Brief Activity History
Pressing on “History” opens the activity history in full detail. Pressing its arrow button displays the 5 most recent activities of the account with minimal detail.
Call Objectives
Pressing on “Call Objectives” opens the call objectives in full detail. Pressing its arrow button shows the 5 most recent incomplete objectives for the account.
Coverage
Displays coverage status and coverage details of an account. This option is used to assist the meeting of coverage targets.
Note: Coverage is only seen in the sidebar for accounts with Coverage settings.
Notes
Loads the latest 10 notes made during a call for the account.
Map
Shows the location of an account on a map using their primary address.