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

Creating Account Calls

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Account Calls are used to track a planned or past call activity at an account. You can enter account call details directly in Siebel ePharma Handheld.

For more information on entering call details, see Recording Account Calls.

NOTE:  Before users can enter information about products detailed and attendees associated with an account call, they must set up their personal lists. For more information, see Creating Personal Lists.

To add an account call from the Accounts view

Navigate to the Accounts screen.
In the Accounts list, do one of the following:
Select the Auto Call button to populate the new call with items from the Personal Lists, and then select Calls from the Show drop-down list.

NOTE:  When you select Auto Call in the My Accounts view, the application populates the product Details list for all attendees associated with the account call. When you select Auto Call in the Account Calls, Attendees view, the application populates the Samples Dropped list for the selected attendees.

After selecting Auto Call, the Status field in the Accounts view displays "Auto-Created."

Tap the New Call button and complete the fields in the new form.

Some of the fields are described in the following table.

Field	Comments
Name	The account to be visited during this call. Make a selection from the Pick Account dialog box.
Site	A unique location identifier that distinguishes this account from any other accounts with the same name.
Smart Call	The Smart Call template to be associated with this call. Make a selection from the Pick Smart Call dialog box. A Smart Call is a template that you apply to contact calls that defines information about the products detailed, samples and promotional items distributed, and issues discussed on a call. After you apply a Smart Call template to a call, you can make additional edits.
Status	The status of this call. The default value is Planned. You cannot select the value Submitted. To change the status of the call to Submitted, you must submit the call. For more information, see To submit a completed account call.

From the Show drop-down list, select the following and add records, if necessary:
Details
Attendees
From the parent Account Call form, select the Submit button.

For more information entering information in the Details and Attendees lists and submitting a call, see Recording Account Calls.

To add an account call from the Account Call view

Navigate to the Account Call screen.
On the toolbar, tap the New Record button.
In the Account Call form, complete the necessary fields.

To delete unused account call records created from the Auto Call button

Using the Sign button from an Attendee Call:
From the Attendee Call form, select the Sign button.

Selecting the Sign button deletes all unused samples dropped records, making sure that the physician only signs for samples that he or she was actually given. To delete unused products detailed records, select the Submit button.

Using the Auto Update button:
From the My Accounts view, select the Auto Update button.

For example, suppose you used the Auto Call button to create three contact calls but were unable to visit one of the physicians. Selecting Auto Update deletes the unused record.

NOTE:  Performance will be impacted if you select Auto Update when you have more than one unused auto-created call. Users are advised to have no more than three unused auto-created calls when using the Auto Update feature.

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