Automatically Logging Tasks on Mobile

        Auto-logging a Task on Mobile From a contact: 

        Login to MPDX Mobile > Contacts > Select Contact

        Here you will see the following screen (iOS View):

        From here, select the "Call," "Text," or "Email" Option


        Call

        Select "Call" and (when prompted) leave the MPDX App. After completing the call, return to MPDX and you will see the screen below:

        From the drop-down menu, select one of the four options: "Attempted - Left Message," "Attempted," "Completed," or "Appointment Scheduled"

        - "OK" will automatically log the task
        - "Cancel" will NOT automatically log the task (though you will be able to log the task manually) and leave the action undocumented
        - "Add Info" allows user to select a "Next Action" and include "comments" about the task being logged

        The Add Info Screen looks like this (Android View):

        Text

        Select "Text," and (when prompted) leave the MPDX App. After completing the message(s), return to MPDX and you will see the screen below:

        - "OK" will automatically log the task
        - "Cancel" will NOT automatically log the task (though you will be able to log the task manually) and leave the action undocumented
        - "Add Info" allows user to select a "Next Action" and include "comments" about the task being logged

        Email:

        Select "Email," and (when prompted) leave the MPDX App. After completing the email message(s), return to MPDX and you will see the screen below:

        - "OK" will automatically log the task
        - "Cancel" will NOT automatically log the task (though you will be able to log the task manually) and leave the action undocumented
        - "Add Info" allows user to select a "Next Action" and include "comments" about the task being logged

        Android view:

        You can check and see the tasks automatically logged by going to:

        Contact > Tasks > View Task History

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