Getting Started with Siebel Offline Client for Life Sciences > Navigating the User Interface > Sales Application Home Page >

Call Plan Area

You can view contact or account information for any scheduled or planned meetings in the Call Plan area that appears in the upper-right side of the home page. In this section, contact or account information is provided in vCard format for any calls. A scheduled call is a call where the meeting time has been agreed with the customer. A planned call is a call where the day is known but not the time of the meeting. In a scheduled call, the activity field is set to Appointment. In a planned call, it is set to Task. The default display shows call meetings that are scheduled for today.

You can do the following from the Call Plan area:

• Show the vCards with contact or account information for planned calls, by clicking Planned.
• Show the vCards with contact or account information for scheduled calls, by clicking Scheduled.
• Change the calendar date to a previous date, or a date in the future using the right and left arrows at the top of the section, or you can pick a day by clicking the date and using the calendar date selector.
• Arrange the vCards by selecting a field that you want to sort from the Arrange By list.

  For scheduled call vCards:

  • Start. Sorts the vCards by the start time and date of the meeting.
  • City. Sorts the vCards by the city where the meeting is located.
  • Name. Sorts the vCards alphabetically by the last name.

    For planned call vCards:

  • Account Name. Sorts the vCards by the name of the account.
  • City. Sorts the vCards by the city where the meeting is located.
  • Last Name. Sorts the vCards alphabetically by the last name.
• Scroll through the displayed vCards using the left and right arrows.
• Display the Call page by clicking View Scheduled Call on a vCard for a scheduled call.

  Clicking View Scheduled Call on a planned call converts it to a scheduled call and moves the vCard from the Planned Call view to the Scheduled Call view.

• Display the Contact Profile or Account Profile page for a contact or account by clicking anywhere on the contact or account vCard.
• Minimize the Call Planning Navigator by clicking Minimize in the upper-right corner of the navigator section.