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Adding Account Addresses in Pharma Handheld


Addresses for accounts are entered in the Addresses view. Since an account can have multiple addresses, care should 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 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 from the Show drop-down list, select Addresses
  3. Tap the Addresses list to select it, then on the toolbar, 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, and then tap OK.
  5. In the Primary field, tap the check box to display a check mark if this is the account's primary address.
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