The Contacts List, Contacts Details, and Edit Contact menus provide quick access to the most common tasks for managing your contacts.
The menu options are listed in alphabetical order. The order in which the options appear depends on the menu type. The Detail and Edit menus are dynamic, based on available details and cursor position. Some menu options, such as calling or sending e-mail messages to the contact, are available only for those Mobile Sales contacts who are associated with an account.
Menu option | Appears in List, Details, or Edit menu? | Description |
---|---|---|
Add to BlackBerry Contacts | List, Details | Add the selected Mobile Sales contact to the native BlackBerry contacts list. If you do not see this menu option, you already added the contact to your native BlackBerry contacts list. |
Call <phone_number> | Details | Places a call to the highlighted phone number. |
Cancel Changes | Details | Appears when you highlight the error messages. For new objects, the object is deleted. For edits to an existing object, the data is reverted. |
Clear Messages | Details | Appears when you highlight the warning messages on the fact sheet. |
Edit | List, Details | Opens the Edit Contact window. |
E-mail <e-mail_address> | Details | Opens a message to the highlighted e-mail address. |
Fix It | Details | Appears when you highlight the error messages. This option opens the Edit window, where you can fix the errors. |
Go to Home | List, Details | Displays the Mobile Sales home screen. |
New Activity | List, Details | Define a new activity for the contact. |
New Contact | List | Opens the New Contact window. |
New Lead | List, Details | Define a new lead for the contact. |
New Opportunity | List, Details | Define a new opportunity for the contact. |
Options | List, Details |
|
Save | Edit | Saves the changes to the contact. |
SMS <phone_number> | Details | Opens a messaging window for the highlighted phone number. |
View | List | Shows the fact sheet for the highlighted contact. |
View Activities | Details | Shows all the activities associated with the contact. |
View BlackBerry Contacts | List, Details | Opens the native BlackBerry contacts list. |
View Interactions | Details | Shows the past, current, and future interactions (leads, opportunities, or activities) associated with the contact. |
View Leads | Details | Shows the leads associated with the contact. |
View on Map | Details | Shows the highlighted contact address on a map. |
View Opportunities | Details | Shows the past, current, and future opportunties associated with the contact. |
View Recent | List | Shows the most recent contacts viewed, with the most recent on top. |
View Relationships | Details | Shows all the relationships associated with the contact. |