Tapping on any call in the list will draw out the diary sidebar. The actions from the sidebar are described below.
Starts the call.
- Call Details
Allows you to adjust the call type, start time, duration, as well as the option to delete the call.
If a start time is not necessary then the call can be set to the next available time slot in the diary.
- Quick Account Details
A condensed version of the account details is shown in this item. Pressing on Account Details heading will load the details in full view.
- Brief Activity History
This item displays the most recent activities of the account with minimal detail. Pressing on History opens the activity history in full detail.
- Call Objectives
Shows the most recent incomplete objectives for the account. Pressing on Call Objectives will load all of the accounts call objectives.
Loads up to the 10 newest notes made during a Call for that account.
Displays the coverage status and details of an account. This option is used to assist the meeting of coverage targets.
Shows the exact location of the accounts on a map using the primary address.
Note: The Diary Sidebar is not available in 5 or 7 Day Modes, or whilst the app is in Offline Mode.