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Siebel ePharma Handheld Guide for Windows-Powered Devices > Using ePharma Handheld > Managing Contacts >
Adding Contacts
Using the Contacts screen and the My Contacts view, you can add contacts and update contact information directly in Siebel ePharma Handheld.
To add contacts
- Navigate to the Contacts screen.
The My Contacts list appears.
- On the toolbar, tap the New Record button.
- Complete the Last Name, First Name, Main Phone, Type, and Title fields for the new record.
To add additional contact information
- Navigate to the Contacts screen.
- In the My Contacts list, select the contact record.
- From the Show drop-down list, choose More Info.
- Add or edit information in the available fields.
The fields are described in the following table.
Field Comments Address Read only. A contact can have more than one address. One address must be specified as primary. Addresses are entered using the Addresses view. For more information on adding addresses, see Adding Contact Addresses. Last Call Date Read only. The date of the most recent call that has been submitted. OK to Sample Checking this box indicates that it is permissible to drop samples off with this contact. Primary Specialty Read-only. Siebel administrators define this value. Rep Specialty The specialty or area of expertise associated with this contact within the contact's organization. Route Allows users to select when to visit an account from a predefined route schedule. Title Must be filled in before a contact can sign for receipt of samples. Type Indicates the type of contact.
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Siebel ePharma Handheld Guide for Windows-Powered Devices Published: 18 July 2003 |