Siebel ePharma Handheld Guide for Windows-Powered Devices > Using ePharma Handheld > Planning and Recording Calls >

Creating Personal Lists

Personal lists determine which products appear in the drop-down lists of the Call Products Detailed, Samples Dropped, and Promotional Items Dropped views. Limiting the number of products in the lists allows for faster call reporting.

Before you can record call details, you must configure personal lists of the products you promote, the products you distribute as samples, and the products you provide as promotional items. In addition, you must specify at least one product in a personal list or the corresponding drop-down list will be empty when you try to enter call details.

Setting up personal lists is a one-time setup procedure. After you have completed this task, you do not need to repeat it. You can revise personal lists at any time to delete or add products as necessary.

To create personal lists

  1. Navigate to the Personal Lists screen.
  2. From the Show drop-down list, select Products, Promotional Items, or Samples to include that item on this personal list.
  3. On the toolbar, tap the New Record button.
  4. In the new row, complete the necessary fields.

    5. Some of the fields are described in the following table.

    Field
    Comments
    Order
    Enter a number that indicates where this product should appear in the drop-down list. This field appears in the Product list, Samples list, and Promotional Items list.
    For example, if you want a product in the Product list to appear first, enter 1. If this field is null for all products in the list, the products will appear in alphabetical order. If this field is null for some products but not for others, records with a null Order field appear at the beginning of the list, in alphabetical order.
    Product
    The products being detailed during contact and account calls. This field appears in the Personal Lists, Products view.
    Promotional Item
    The promotional items being dropped during contact and account calls. This field appears in the Personal Lists, Promotional Items view.
    Sample
    The products to be dropped as samples during contact and account calls. This field appears in the Personal Lists, Samples view.


 Siebel ePharma Handheld Guide for Windows-Powered Devices 
 Published: 18 July 2003