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Adding Account Addresses in Siebel Pharma Handheld

Addresses for accounts are entered in the Addresses view. Since an account can have multiple addresses, care must be taken when editing an account address, as changes affect all accounts associated with the address.

When entering account addresses, designate one address as the primary. Each sales representative assigned to an account can specify a different primary address. For example, one representative might specify a private office as the primary address, while another representative might specify a hospital department as the primary address.

The My Accounts view shows the primary address for the Account, by default. The More Info form displays the primary address, not all the addresses for the contact.

To add account addresses

1. Navigate to the Accounts screen.

   The My Accounts list appears.

2. Select a record, and tap Address.

   All the addresses for the Account are displayed.

3. Tap the New Record button.
4. In the Add Address dialog box, do one of the following:
   • Tap New to create a new address record, and then complete the fields.
   • Select an existing address from the list, tap OK, then edit the address.
5. In the Primary field, tap the check box to display a check mark if this is the account's primary address.