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Creating Account Calls in Pharma Handheld

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

For more information on entering call details, see Recording Account Calls in Siebel Pharma Handheld.

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 in Pharma Handheld.

To add an account call from the Accounts view

1. Navigate to the Accounts screen.
2. 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.

3. From the Show drop-down list, select the following and add records, if necessary:
   • Details
   • Attendees
4. 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 in Siebel Pharma Handheld.

To add an account call from the Account Call view

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

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

1. Navigate to the Accounts screen.

   The My Accounts screen appears.

2. Tap the Auto Update button.

   NOTE:  Performance will be affected 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.

To delete unused attendee calls created with the Auto Call button

1. Navigate to the Account Call screen, and from the Show drop-down list, select Attendees.
2. Tap the Auto Update button.

   NOTE:  Performance will be affected 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.