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Agendus for Palm OS - Iambic

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<strong>Agendus</strong> <strong>for</strong> <strong>Palm</strong> <strong>OS</strong>, Version 11<br />

Contact History<br />

Contact history is built from the calls, tasks, meetings, and memos where this person is<br />

designated as the primary contact (<strong>for</strong> repeating meetings, only the last instance of the<br />

meeting will be shown). If you are using <strong>Agendus</strong>Mail, the history will also include<br />

email and SMS messages to this contact; if you are using a smartphone with a compatible<br />

call log, such as a Treo or Visorphone, then incoming and outgoing calls will also<br />

be included.<br />

Note: If you have installed iambic’s SalesWarrior, then opportunities with this contact<br />

will also be listed. SalesWarrior, sold separately, helps you track sales prospects and<br />

opportunities. Please visit www.iambic.com/saleswarrior <strong>for</strong> more in<strong>for</strong>mation.<br />

To access a contact history, tap and hold on a contact name in most <strong>Agendus</strong> views to<br />

pop up a shortcut menu, and then select Contact History. If you are in the Contact<br />

Details screen, you can tap the Contact History button .<br />

Event types are<br />

indicated by icons<br />

Total time of all<br />

meetings and calls<br />

Add a filter to<br />

all event types<br />

Access Contact History by tapping<br />

and holding on a contact name or<br />

from the Contact Details<br />

Tap Show in the contact history to show or<br />

hide event types or change the sort order<br />

Note: Show Emails only appears if the<br />

contact has an email address & an email<br />

client is installed<br />

Show Mobile Phone Calls will be available<br />

if your are using a Treo or Visorphone<br />

Contact History 43

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