Creating Account or Contact Records in Pocket Contacts

You can create a customer / vendor account or contact record on the Palm device for upload to the host system.

Depending on your authorization, you can edit existing records and upload the changes to the host system.

You might use the SFA New Customer/Vendor Default Template for prospects.

To create a record for accounts or contacts:

Start the Pocket Contacts application.
From the Address List, display the either the Accounts or the Contacts address list by tapping the Acct or Cont button.
Tap the New button.

The application displays the Eclipse Entry Edit screen.

Populate the fields on the Eclipse Entry Edit screen. It is not necessary to populate all fields to save the record.

Field	Definition
Last Name	Last name. Complete this field for contact records only.
First Name	First name. Complete this field for contact records only.
Title	For Contacts, the salutation or professional title. For example, "Ms." or "Dr." For Customer / Vendor accounts, the address type. For example, "BT" for Bill-To addresses.
Company	Company name for which the person is connected.
[Contact information]	Palm SFA provides six drop-downs (), allowing you to select from the following seven contact information categories to categorize the type of information you want to capture: Work Home Fax Mobile Other Main Pager Data uploaded from Customer Maintenance is often too general to use as contact information for an individual. That is, most telephone numbers stored would connect you with a customer's site, not an individual. Create individual records for contacts at a customer site. Note: A tilde (~) following a contact number indicates that the system uploaded the information and attempted to map it to a matching category. For example, 555-123-4567~Office is mapped to Other.
E-mail	Entity's e-mail address. Use the format: username@domain
Web	Entity's World Wide Web address. Use the format: www.name.domain. For example, www.eclipseinc.com
Address	Street address. This field allows up to 70 characters.
City	City.
State	State. Use the two letter state abbreviation. For example, CO for Colorado.
Zip Code	ZIP code. Note: The host system validates the zip code and city name in both accounts and contacts when syncing. Entering an invalid zip code causes the host system to message the PALM.ADM message group.
Class	Contact's classification
Eclipse #	Customer, Vendor, or Contact Entity ID
RSVD 2	Reserved for future development.
RSVD 3	Reserved for future development.
RSVD 4	Reserved for future development.
Note	Reserved for future development.

Tap Done to save changes and return to the previous screen.

To edit a customer / vendor account or contact record:

Start the Pocket Contacts application.
From the Address List, display the either the Accounts or the Contacts address list by tapping the Acct or Cont button.
Select a record.
Tap the Edit button.

The application displays the Eclipse Entry Edit screen.

Edit the fields on the Eclipse Entry Edit screen.
Tap Done to save changes and return to the previous screen.