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Siebel ePharma Handheld Guide for Windows-Powered Devices > Using ePharma Handheld > Managing Contacts >

Indicating Affiliations Between Contacts and Accounts

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Using the Affiliations view, you can associate a contact with an account. One reason to establish these affiliations is for call reporting purposes. Affiliations between accounts and contacts also can be established using the Accounts screen.

To specify affiliations between contacts and accounts

Navigate to the Contacts screen.
In the My Contacts list, select the contact.
From the Show drop-down list, select Affiliations.

The Account Affiliations view appears.

Tap the Account Affiliations list to select it, and then tap the New Record button.
Complete the necessary fields for the new record.

Some of the fields are automatically populated based on the chosen Account. Other fields are described in the following table.

Field	Comments
Account	The account to be affiliated with the selected contact. Select a predefined account from the Pick Account list, and then tap OK.
Comments	Text field for user comments.
Direct	If a check mark appears in this field, profile data for the contact is routed to members of the team assigned to the affiliated account. If no check mark appears in this field, the profile data is routed only to the members of the team assigned to the contact. Tap the check box to specify a direct affiliation between a contact and an account.
Primary	If a check mark appears in this field, the account is the primary affiliation for the contact. Tap the check box to display a check mark.
Start Date	The beginning date on which the contact became affiliated with this account.

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