Bookshelf Home | Contents | Index | Search | PDF

Siebel Life Sciences Guide > Managing Contacts > End-User Procedures >

Indicating Affiliations Between Contacts

---

The Contacts Affiliations view allows end users to track referral relationships between contacts. Using this view, users can track:

Referral or Referring Relationship. Users can specify whether a contact receives or gives referrals to other contacts.
Influence of Contacts on One Another. Users can specify whether or not one contact influences another contact.

To indicate an affiliation between contacts

Navigate to the Contacts screen.
From the Show drop-down list, select My Contacts.
In the Contacts list, select a contact.

NOTE:  When selecting the contact, do not click a hyperlink (underlined field). Doing so will take you to another view.

Click the Affiliations view tab.
In the Affiliations list, add a record.

The Add Contacts dialog box appears.

Select one or more contacts and click OK.

The selected contacts are added to the Affiliations list.

In the Affiliations list, select a value for the Relationship field; the default value is None Specified.
To specify one contact's influence over another:
In the Affiliations list, select a contact.
In the Influenced list, add a record.

The Add Contacts dialog box appears.

Select one or more contacts and click OK.

The selected contacts are added to the Influenced list.

In the Influenced list, specify the contact relationship by making a selection in the Relationship field.

Bookshelf Home | Contents | Index | Search | PDF