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Siebel ePharma Handheld Guide for Windows-Powered Devices > Using ePharma Handheld > Managing Accounts >
Indicating Affiliations Between Accounts and Professionals
For accounts where you have contact with multiple professionals, you can indicate the affiliation of those professionals with the account by using the Affiliations view. Creating affiliations between accounts and contacts promotes efficiency in call reporting.
To indicate affiliations between accounts and contacts
- Navigate to the Accounts screen.
- In the Accounts list, select an account.
- From the Show drop-down list, select Affiliations.
- Tap the Contact Affiliations list to select it.
- On the toolbar, tap the New Record button.
- Complete the necessary fields for the new record.
Some of the fields are described in the following table.
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Siebel ePharma Handheld Guide for Windows-Powered Devices Published: 18 July 2003 |