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Viewing Pre-Call Information (End User)

The Pre-Call view tab is a single view that provides end users with a thumbnail view of important information about a contact. Users can access this view prior to making a call to get a summary of key information about the customer they are about to visit.

To view pre-call information

1. Navigate to the Contacts screen > Contacts List.
2. In the Contacts list, select a contact and drill down on the Last Name.
3. Click the PreCall view tab.

   The following table describes the list applets in the PreCall view.

   List	Comments	Link Bar
   Rx Trends	Syndicated data about prescription trends. Data can be viewed as a chart or as a list.	Rx Trend
   Rx Trends By Plan	Syndicated data about prescription trends. Rx Trend by Plan shows prescriptions by managed care plans. Data can be viewed as a chart or as a list.	Rx Trend By Plan
   Rx Trends By Formulary	Syndicated data about prescription trends. Rx Trend by Formulary shows prescription trends and formulary status information at affiliated accounts. Data can be viewed as a chart or as a list.	Rx Trend and Formulary
   Account Affiliations	Lists all accounts affiliated with this contact. This list can also be populated from the Account Affiliation view tab. For more information, see Indicating Affiliations Between a Contact and an Account.	Rx Trend Rx Trend By Plan Rx Trend and Formulary
   Best Times	Lists the best times to visit the contact. This list can also be populated in the Addresses view tab. For more information, see Specifying the Best Time to Call (End User).
   Calls	Features an historical list of all calls made on the contact.
   Formulary status	Provides formulary status information for products in affiliated accounts.
   Notes	Contains end-user notes regarding the selected contact.
   Campaigns	Lists all the current campaigns targeted for the contact. Marketing Communications are not editable in this view. This list is populated from the Campaigns screen. For more information, see about Creating Campaigns in the Siebel Marketing User Guide.	Marketing Communications1
   Messages	Lists all the offers associated with the campaign selected in Campaigns.

   1Requires the Siebel Pharma Campaigns option.

4. To add information:
   1. Select the Calls, Best Times, Notes, or Account Affiliations lists.
   2. Create a new record and complete the necessary fields.

      NOTE:  The Rx Trend data is not editable in this view.