Tapping any account in the Diary will draw out the action sidebar.

There is a Partial and Full mode for the sidebar.

NOTE: The sidebar settings are remembered for ease of use.

Full Sidebar

The actions from the sidebar are described below.

  • Open this Call
    Starts the call.

  • View 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.

  • Schedule a New Call
    This option is useful to add pre-appointed calls into the diary.

  • Account Details
    A condensed version of the account details is shows in this item. Pressing on Edit will load the details in full view.

  • Call Objectives
    Shows the most recent incomplete objectives for the account. Pressing on Add will add an objective for the account whilst tapping Manage will load all the accounts call objectives.

  • Notes
    Loads up to the 10 newest notes made during a Call for that account.

  • History
    This item displays the most recent activities of the account with minimal detail. Pressing on More Details opens the activity history in full detail.

  • Coverage
    Displays the coverage status and details of an account. This option is used to assist the meeting of coverage targets.

  • Offline Access
    Lists the work items that have been cached successfully and can be accessed when in Offline Mode.

  • Show on Map
    Shows the exact location of the accounts on a map using the primary address.

Partial Sidebar

You can expand and minimise the sidebar with the expand icon.

Tapping the arrow will open the selected call.

Clicking on each of the item icons will load a popup containing the relevant information.

Pressing the ... will show the sidebar descriptions.