Getting Started with Siebel Offline Client for Life Sciences > Planning Customer Calls > Planning Contact Calls >

Preparing for a Contact Call

The following procedures support contact call planning and preparation:

• Displaying the Contact 360 Page
• Updating Information in the Contact Profile
• Reviewing or Adding Related Account Information
• Accessing Address Information for the Contact
• Adding or Updating License Information for the Contact
• Adding or Updating the Best Call Times for the Contact
• Displaying the Network Diagram to View Contact Relationships
• Displaying Profile Summary Information for Other Contacts or Accounts
• Working with Second-Level Contact Network Relationships
• Working with Third-Level Contact Network Relationships
• Reviewing the Call History Data

Displaying the Contact 360 Page

You can access details on the contact by viewing the Contact 360 page.

To display the Contact 360 page

1. To navigate to the Contact 360 page, you can click one of the following:
   • The 360 button from the Contact Profile window on the Contact quick list
   • A contact vCard in the Call Plan area
   • The Call Activity tab at the top of the Sales screen

     The Contact 360 page displays the information for the selected contact in the work area with a contact banner at the top. The list of account or contact vCards in the Call Plan area is reduced to a height of one row.

     If you click the Call Activity tab, the 360 page displays the information for the first scheduled contact call in the Call Plan area.

2. From the Contact 360 page, you can select one of the following tabs:
   • Contact Profile. Displays various details about the contact, such as the contact's name, contact type, and so on. The Contact Profile page appears by default.
   • Accounts. Displays the related account information for the contact.
   • Addresses. Displays the address information for the contact.
   • Licenses. Displays the state license information for the contact, typically, a physician or another health care provider.
   • Best Call Times. Displays the best time to call on a contact. This information enables you to track when a contact is available at a given location.
   • Network. The Network page provides a graphical view of how the contact, the associated accounts, and the secondary contacts are related.
   • Call History. The Call History page displays two tables:
     • Samples Dropped. Contains information on the number of samples dropped in the last month, the current month, and the month before the last month.
     • Products Detailed. Contains information on product details that were reviewed in the last month, the current month, and the month before the last month.

Updating Information in the Contact Profile

To update contact profile information, complete the following procedure.

To update information in the contact profile

1. From the Contact 360 page for the contact, click the Contact Profile tab.
2. Update any of the editable fields by clicking the field and entering your information.

   NOTE:  When you click an editable field, picklists, text boxes, and date selectors appear automatically depending on the field type.

Reviewing or Adding Related Account Information

You can review and add related account information for the contact.

To review or add related account information

1. From the Contact 360 page for the contact, click the Accounts tab.

   The Accounts table for the contact displays the following fields:

   • Account Name
   • Account Type
   • Role
   • Location
2. Sort the Account list by clicking the column headings in the table and review the information about the associated account.
3. To add a new account for the contact:
   1. Click Add.

      This switches the quick list view on the left to the Accounts quick list.

   2. Drag the required account to the Accounts table for the contact.
4. (Optional) To remove or disassociate an existing account record for the contact, click Delete (X) beside the account record in the Accounts table.

   This disassociation is also carried out in Siebel CRM when the next synchronization occurs. However, the account record remains in the local database and in the Siebel CRM database.

Accessing Address Information for the Contact

If using Siebel CRM, complete the following procedure to view contact address information. You cannot add or update address information for a Contact.

To view address information for the contact in Siebel CRM

1. From the Contact 360 page for the contact, click the Addresses tab.
2. Sort the address information by clicking the column headings in the table, and review the current address information. The following table shows the address fields.

   Address Fields	Description
   Street Address	The contact's street address
   City	The contact's city
   State	The contact's state
   Postal Code	The contact's postal code

Adding or Updating License Information for the Contact

To add or update state license information for the contact, typically a physician, complete the following procedure.

To add or update license information for the contact

1. From the Contact 360 page for the contact, click the Licenses tab.
2. Sort the license list by clicking the column headings in the table.
3. Review the current license information.
4. To add a new license record for the contact, click Add, and enter the information for the license fields.

   To update existing license fields, click the field, and enter the information for that field, as listed in the following table.

   Address Fields	Description
   License Number	The license number for the contact, for example, PS4231732. (Required.)
   State	The U.S. state or jurisdiction associated with the license number. Use the picklist to select the state, for example, NJ for New Jersey. If your jurisdiction is not in the United States, this field is not required.
   Status	The status of the license (Active or Inactive). Choose the status.
   Expiry Date	The date when the license expires (MM/DD/YYYY). Click the date to display the calendar, and select the expiration date.

5. (Optional) To remove or disassociate an existing license record for the contact, click Delete (X) beside the license record.

   This disassociation is also carried out in Siebel CRM when the next synchronization occurs. However, the license record remains in the local database and in the Siebel CRM database.

Adding or Updating the Best Call Times for the Contact

To add or update the best time to call a contact, complete the following procedure. When you add this information, you can view when a contact is available at a given location. A contact, in this case, is typically a physician or another health care provider.

To add or update the best call times for the contact

1. From the Contact 360 page for the contact, click the Best Call Times tab.

   A one-week calendar view of the best call times appears, with days along the vertical axis and hourly time slots along the horizontal axis. By default, the best call times for the primary address of the contact between 8:00 A.M. and 5:00 P.M. are displayed. You can use the scroll bars to view the time slots that are before 8 A.M. and after 5 P.M.

2. In the Select Address list, you can select the contact's secondary address to show the best call times for the secondary address.
3. Drag the Drag Me to Add New Time icon to the calendar on the required day and time.
4. Change the starting time for the best call time by clicking the left side of the icon and dragging it to the required start time.
5. Change the duration of the best call time by clicking the right side of the icon and dragging it to shorten or lengthen the best call time.
6. To view additional details for an entry for best call times, click the time value in the entry.

Displaying the Network Diagram to View Contact Relationships

The network diagram provides a graphical view of the relationship between the contact, the associated accounts, and the secondary contacts. The network diagram has three levels, with the selected contact as the node in the center. Second-level relationships appear as nodes linked to the contact. Both contact relationships and account-to-contact relationships are displayed.

You can change between a graphical view and a tabular view of this information by clicking Network or Table in the upper right corner of the Network page.

To display the network diagram to view contact relationships

1. From the Contact 360 page, click the Network tab.

   The network diagram appears.

2. Review the information that is presented in the diagram.

   It displays the following information:

   • Summary nodes linked to the second-level nodes showing the number of associated contacts and accounts at that level
   • The contact's full name and job title in the contact nodes
   • The account name and account location in the account nodes
   • A navigation bar at the top of the diagram with the current contact name displayed that indicates where you are in the network
3. To view additional details from the network diagram, do one of the following:
   • Double-click the second-level account and contact nodes to display summary information.
   • Click Table View to switch to the Relationships Detail view, which presents the relationship information in a table.
4. You can add an account relationship to the contact by dragging an account from the quick list to the contact node in the network diagram.

   The network diagram changes to a tabular view.

Displaying Profile Summary Information for Other Contacts or Accounts

From the network diagram, you can open the profile summary information for another contact or account in the diagram.

To display profile summary information for other contacts or accounts

1. In the network diagram for a contact, click the left side of a second-level node to display a window of the contact or account profile information.

   You can click Minimize to close the window.

2. In the window, do one of the following:
   • Click 360 to open the 360 view page for the contact or account and close the window.
   • Click Schedule a Call for Today to open the Contact Call page for the contact, and close the window.

     If a planned or scheduled call does not exist for the contact, a new call is created.

3. To expand the second-level node and display related contacts and accounts, double-click the second-level node.

Working with Second-Level Contact Network Relationships

You can work with second-level relationship information in a contact node in the network diagram; that is, the information on contacts and accounts that are directly related to the current contact.

To work with second-level contact network relationships

1. On the Network Diagram page for a contact, click a second-level contact node.

   The contact appears in the center of the network diagram with the contact relationships and account-to-contact relations for this contact as second-level nodes. This contact is added to the navigation bar, with the contact name highlighted to indicate the current position. The contact banner at the top still shows the original contact. The call banner along the bottom shows the call information for the original contact.

2. Review the following in the network diagram:
   • The second-level relationships of this contact, shown as nodes that are linked to the contact in the center.
   • The contact relationships and account-to-contact relationships.
   • The summary nodes that are linked to the second-level nodes that show the number of associated contacts and accounts at that level.

Working with Third-Level Contact Network Relationships

This topic describes how to work with relationship information in a third-level contact node in the network diagram; that is, information on contacts and accounts that are indirectly related to the current account through the direct relationships at the second-level.

To work with third-level contact network relationships

1. On the Network Diagram page for a contact, click a third-level contact node.

   If the second-level node is an account, the third-level node shows the employees or contacts and the related accounts for that account.

   If the second-level node is a contact, the third-level node shows the related contacts and the associated accounts for that contact.

2. Review the information that is presented in the network diagram.

Reviewing the Call History Data

The Call History page provides read-only information on product samples dropped and products detailed. The Call History page displays two tables:

• Samples Dropped. Contains information on the number of samples dropped in the last month, the current month, and the month before last month.
• Products Detailed. Contains information on products detailed in the last month, the current month, and the month before last month.

To review the call history data

1. From the Contact 360 page, click the Call History tab.
2. Sort the samples dropped or products detailed information by clicking the column headings in the Samples Dropped and Products Detailed tables.
3. Review the information in the Samples Dropped and Products Detailed tables.