Siebel Life Sciences Guide > Managing Contacts in Life Sciences >

Creating a Contact (End User)

A contact can be any individual an end user deems significant in achieving their business goals. Multiple employees can be assigned, as a team, to a contact. Any employee assigned to the team can update the contact's information. The user who creates the contact is automatically designated as the primary contact team member. However, he or she can also be assigned to other contact teams by another user (such as a manager).

NOTE:  The My Team's Contacts view is limited to showing only those contacts with a subordinate person as the primary on the team. It does not show contacts where the subordinate is on the team, but is not primary.

If you prefer the behavior of displaying all contacts that are on the team of the subordinate person, create a service request (SR) on OracleMetaLink 3. Alternatively, you can phone Global Customer Support directly to create a service request or get a status update on your current SR. Support phone numbers remain the same and are listed on OracleMetaLink 3.

Because the contacts shell is assigned to individual people (that is, employees) and not positions, this view does not show contacts that are assigned to a position that has no employee assigned. To prevent this behavior, assign a placeholder employee to every position.

Contacts can also be viewed on an account hierarchy tree that shows accounts, their child accounts and all activities, contacts, and opportunities associated with the accounts. For more information, see Administering and Managing Accounts in Life Sciences.

To create a contact record

1. Navigate to the Contacts screen > Contacts List > More Info view.
2. In the Contacts form, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Address	A contact can have multiple addresses. Use the Addresses dialog box to select an existing address or create a new one. NOTE:  Be careful when editing an existing address. Editing an existing address changes it for all contacts currently associated with the address. If you are unsure whether the change applies to all contacts, create a new address. Each user must specify one address as primary by selecting the Primary field. Each sales representative assigned to a contact can specify a different primary address. For example, one representative might specify a private office as the primary address, while another representative might specify a hospital department as the primary address. In the All Contacts view and the My Team's Contacts view, the primary address displayed is the one assigned by the primary team member.
   Brick	Indicates an impartial geographic code that groups contacts in a way that mirrors the definition provided by syndicated data providers. These codes are loaded by the administrator and are read-only for all users. For more information, see About Bricks in Siebel Pharma, and Associating a Contact with a Brick.
   Clinical	Indicates if this contact has been involved in a clinical trial.
   Company Identifier	A unique identifier for the contact that can be used to cross reference with other systems.
   Consumer	Indicates if this contact is a customer.
   Last Call Date	The date of the most recent call that has been submitted for each member of the team. In the My Contacts view, this field shows the last date that you, as the logged-in user, has made a call. In the other Contacts views, this field shows the last date the team's primary has made to the account.
   License #	Used to record all contact's professional licenses.
   Primary Specialty	Only Siebel administrators can define this value. For more information, see Setting Up Primary Specialties and Setting Up Primary Specialties.
   Primary TOP	The physician's primary type of practice.
   Provider	Indicates if this contact is a health care provider.
   Rep Specialty	The specialty or area of expertise the end user sees this contact has having within their organization.
   Rep TOP	The physician's primary type of practice according to the assigned sales representative.
   Route	Allows users to select a when to visit an account from a predefined schedule. For more information, see About Defining a Route Plan (End User).
   Speaker	A check mark indicates this contact is a speaker for MedEd events. This field is used to track various speakers at any level. For more information, see Designating MedEd Event Speakers.
   Team	Multiple people can be assigned to the contact's team. The team member who created the record is indicated as primary.
   Territory	Territories are assigned to contacts using Siebel Assignment Manager.
   Type	Indicates the type of contact.

NOTE:  Contacts can only be deleted by a Siebel administrator in the Data Administration, Contacts view. For information on administering contacts, see Deleting a Contact.