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Siebel Life Sciences Guide > Planning Calls > End-User Procedures >
Creating a Personal List
Personal lists determine which products appear in the drop-down lists of the Call Products Detailed, Samples Dropped, and Promotional Items Dropped views. End users must specify at least one product in a personal list or the corresponding drop-down list will be empty when they try to enter call details. For more information on recording calls, see Recording Calls.
Setting up personal lists is a one-time setup procedure. Once end users have completed it, they do not need to repeat it. However, they can revise their personal lists at any time, deleting or adding products as necessary. For more information on personal lists, see Personal Lists and the business scenario Users Set Up Personal Lists.
To add a product to a personal list
- Navigate to the Activities screen.
- From the Show drop-down list, select one of the following:
- Personal Details List. Adds products to the Personal Details List.
- Personal Samples List. Adds products to the Personal Samples List.
- Personal Promotional Items List. Adds products to the Promotional Items List.
- In the appropriate list, add a record and complete the necessary fields.
Some of the fields on the Activities view are described in the following table.
Complete this procedure for each of the views:
- Personal Details List view
- Personal Samples List view
- Personal Promotional Items List view
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Siebel Life Sciences Guide Published: 18 April 2003 |