Logging a Phone Call in NetSuite for iOS

Follow this procedure to log a phone call.

To log a phone call:

  1. Tap on the call in the Recent Calls portlet. See NetSuite for Mobile Dashboards.

  2. In the Log New Phone Call screen, enter details about the call. You can edit populated fields can if required.

  3. After you enter the call details, tap Save to log the record. This removes the call from the list of unlogged calls in the Recent Calls portlet.

Note:

Your administrator controls which fields display to you and if they are mandatory.

Logged calls are displayed in the Phone Calls list. If a call you recently logged is not showing in the list, refresh the screen data and check the filters you have set for that list. See Viewing a List of Logged Phone Calls in NetSuite for iOS.

Related Topics:

General Notices