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Siebel ePharma Handheld Guide for Windows-Powered Devices > Using ePharma Handheld > Managing Accounts >

Indicating Affiliations Between Accounts and Professionals

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For accounts where you have contact with multiple professionals, you can indicate the affiliation of those professionals with the account by using the Affiliations view. Creating affiliations between accounts and contacts promotes efficiency in call reporting.

To indicate affiliations between accounts and contacts

Navigate to the Accounts screen.
In the Accounts list, select an account.
From the Show drop-down list, select Affiliations.
Tap the Contact Affiliations list to select it.
On the toolbar, tap the New Record button.
Complete the necessary fields for the new record.

Some of the fields are described in the following table.

Field	Comments
Last Name	The contact affiliated with this account. Tap the field, select the contact from the Pick Contact list, and then tap OK.
Start Date	The beginning date on which the account became affiliated with this contact.
Direct	Tap the check box to display a check mark. If a check mark appears in this field, profile data for that person is routed to all members of the team assigned to the affiliated account. If no check mark appears in this field, the profile data is routed only to members of the team assigned to the person.

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