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Siebel Life Sciences Guide > Managing Contacts > End-User Procedures >

Adding a Contact

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A contact can be any individual an end user deems significant in achieving their business goals. Multiple employees can be assigned, as a team, to a contact. Any employee assigned to the team can update the contact's information. A user who adds a contact is automatically designated as the primary contact team member. However, he or she can also be assigned to other contact teams by another user (such as a manager).

NOTE:  Starting with Siebel Life Sciences version 7.0.3, the My Team's Contacts view is limited to showing only those contacts with a subordinate person as the primary on the team. It does not show contacts where the subordinate is on the team but is not primary. If you prefer the older behavior of displaying all contacts that are on the team of the subordinate person, please contact Siebel Technical Support.

Because the contacts shell is assigned to individual people (that is, employees) and not positions, this view does not show contacts that are assigned to a position that has no employee assigned. To prevent this behavior, assign a "placeholder" employee to every position.

Contacts can also be viewed on an account hierarchy tree that shows accounts, their child accounts and all activities, contacts, and opportunities associated with the accounts. For more information, see Administering and Managing Accounts.

Editing a Contact Address

Contacts in Siebel Life Sciences can have multiple addresses. Users can edit existing addresses directly in the Address field. However, users should be careful when editing an existing address. Editing an existing address changes it for all contacts currently associated with the address.

NOTE:  If an address is associated with multiple contacts and you are unsure whether the change applies to all of them, create a new address.

To add a contact

Navigate to the Contacts screen.
From the Show drop-down list, select My Contacts.
In the Contacts More Info form, add a record and complete the necessary fields.

Some of the fields in the Contacts record are described in the following table.

Field	Comments
Address	A contact can have multiple addresses. Use the Addresses dialog box to select an existing address or add a new one. Each user must specify one address as primary by selecting the Primary field. Each sales representative assigned to a contact 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. In the All Contacts view and the My Team's Contacts view, the primary address displayed is the one assigned by the primary team member.
Brick	Indicates an impartial geographic code that groups contacts in a way that mirrors the definition provided by syndicated data providers. These codes are loaded by the administrator and are read-only for all users. For more information, see How Bricks Work in Siebel ePharma, and Associating a Contact with a Brick.
First Name	First name of the contact.
Last Call Date	The date of the most recent call that has been submitted for each member of the team.
Last Name	Last name of the contact.
License #	Used to record all contact licenses.
Primary Specialty	Only Siebel administrators can define this value. For more information, see Primary Specialty and Unique Identifiers and Defining a Specialty.
Rep Specialty	The specialty or area of expertise the end user sees this contact has having within their organization. To add additional values to this drop-down list, follow the procedures on modifying a list of values in Applications Administration Guide.
Route	Allows users to select a when to visit an account from a predefined schedule. For more information, see Defining a Route Plan.
Speaker	A check mark indicates this contact is a speaker for MedEd events. This field is used to track various speakers at any level. For more information, see Designating MedEd Event Speakers.
Team	Multiple people can be assigned to the contact's team. The team member who created the record is indicated as primary.
Type	Indicates the type of contact. The choices available in the drop-down list are configured using the CONTACT_TYPE in the List of Values.

NOTE:  Contacts can only be deleted by a Siebel administrator in the Data Administration, Contacts view. For information on administering contacts, see Deleting a Contact.

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