The Calling Card task is always available at the top of the task list. Tap on it to start a new calling card.

Complete the drop-down fields including Call Type, Met with and Activity.

To reschedule a call, click on the “Scheduled Call “drop down. Enter a specific date to reschedule the call and then click Save.

Once the calling card is saved, it will appear on your Journey Plan as a visit for that specific date.

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