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Siebel ePharma Handheld Guide for Windows-Powered Devices > Using ePharma Handheld > Managing Contacts >
Indicating Affiliations Between Contacts and Accounts
Using the Affiliations view, you can associate a contact with an account. One reason to establish these affiliations is for call reporting purposes. Affiliations between accounts and contacts also can be established using the Accounts screen.
To specify affiliations between contacts and accounts
- Navigate to the Contacts screen.
- In the My Contacts list, select the contact.
- From the Show drop-down list, select Affiliations.
The Account Affiliations view appears.
- Tap the Account Affiliations list to select it, and then tap the New Record button.
- Complete the necessary fields for the new record.
Some of the fields are automatically populated based on the chosen Account. Other fields are described in the following table.
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Siebel ePharma Handheld Guide for Windows-Powered Devices Published: 18 July 2003 |