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Recording Account Calls in Siebel Pharma Handheld

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

To record an account call, users must complete the following procedures:

• Enter information on products detailed.
• Enter attendee information (the names of contacts met and any samples dropped).
• Enter information about any activities related to the call (optional).
• Submit the call.

The next sections explain how to perform each of these tasks. You must set up your personal lists before you can complete this procedure. For more information, see Creating Personal Lists in Pharma Handheld.

To enter products detailed information for an account call

1. Navigate to the Account Call screen, and select the desired account call.
2. From the Show drop-down list, select Details.
3. In the Details list, add a record for each product detailed during the call, and complete the necessary fields.

   Some of the fields are described in the following table.

   Field	Comments
   Indication	The purpose or therapeutic area for which a drug is designed.
   Priority	Priority of this product relative to others discussed during the call.
   Name	The product detailed during the call. The products appearing in this drop-down list are based on the products added to your Personal List.

To enter attendee information for an account call

1. Navigate to the Account Call screen, and select the desired account call.
2. From the Show drop-down list, select Attendees.
3. Tap the Attendee list, to select it.
4. On the toolbar, tap the New Record button to add a new record for each attendee.

   NOTE:  The pick list will, by default, only show contacts that are affiliated to the chosen Account. To show all contacts regardless of affiliation, tap the All Contacts button in the Pick Contact list.

5. Complete the fields for each attendee.
   1. In the Last Name field, tap the drop-down list arrow.
   2. From the Pick Contact dialog box, select those contacts you want to add as attendees.

      The application creates an attendee call record (similar to a contact call) for each contact you include as an attendee of the account call. These attendee call records are child records of the account call and can be accessed by going to the Account Call and finding the associated attendee. Drilling down on the attendee last name hyperlink enable you to navigate to and access the appropriate attendee call details view.

6. To create an attendee call, do one of the following:
   • Select the Auto Call button to populate the attendee call with items from the personal lists, and then select Calls from the Show drop-down list.

     After selecting Auto Call, the Status field in the Accounts view displays "Auto-Created."

   • Drill down on the Last Name hyperlink and complete the fields in the Contact Calls details.

     NOTE:  You must set up your personal lists before you can complete the next step. For more information, see Creating Personal Lists in Pharma Handheld.

To submit a completed account call

1. Navigate to the Account Call screen, and select the desired account call.

   NOTE:  You cannot submit a call with a future date.

2. Verify that the information for the Account Call is accurate and complete.

   For more information, see:

   • To enter products detailed information for an account call
   • To enter attendee information for an account call

     CAUTION:  If you are a mobile user, submit your calls before connecting to the server, and then synchronize. Mobile users should not submit calls while connected to the server or they run the risk of introducing errors into their inventory counts.

3. In the Account Call form, select Submit.

   For more information on the validation process when a user selects the Submit button, see Validation Logic of the Sign and Submit Buttons in Siebel Pharma Handheld.

   If the call passes all of the validations, the application:

   • Creates a samples disbursement transaction with a line item for each dropped sample recorded for the call.
   • Submits a disbursement transaction to update the samples inventory. If the submission of the disbursement transaction is successful, the application changes the call's Status field to Submitted.
   • Sets many fields in the call record to read-only.

     NOTE:  If attendees are recorded in an account call, an attendee call is created for each attendee, and the process described above is performed for each attendee call. Attendee calls are the same as contact calls except that they do not appear in the Activities view and they are submitted automatically when the account call is submitted.