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

Indicating Affiliations Between a Contact and an Account

Using the Account Affiliations view tab, end users can associate a contact with an account. One reason to indicate these affiliations is for greater efficiency in call reporting, as described in Recording Calls.

Once you record an affiliation between an account and a contact, you can also:

The Account Affiliations view also shows the formulary status of products in the affiliated account as read-only information. Formulary status can be updated from the Account Plan Formulary view.

To indicate an affiliation between a contact and an account

  1. Navigate to the Contacts screen.
  2. From the Show drop-down list, select My Contacts.
  3. In the Contacts list, select a contact.

    4. NOTE:  When selecting the contact, do not click a hyperlink (underlined field). Doing so will take you to another view.

  4. Click the Account Affiliations view tab.
  5. In the Account Affiliations list, add a record and complete the necessary fields.

    6. Some of the fields in the Account Affiliation record are described in the following table.

    Field
    Comments
    Direct
    Select this field to route profile data for the contact to the members of the team assigned to the affiliated account. The Siebel administrator must enable this behavior. For more information, see Modifying the Routing of Affiliated Contact Data.
    Do not select this field to route the profile data for the contact to the members of the team assigned to the contact. (Users who are connected to the server see the profile data whether or not a check mark appears in the field.)
    Account
    The account to be affiliated with the selected contact.
    Start date
    The beginning date on which the contact became affiliated with this account.
    End date
    The date on which the contact ended affiliation with this account.

End users can track a contact's importance within an organization by defining their role in the Roles list. Users can then refer to this information prior to calls and adjust their discussions with each contact accordingly.

To specify a role for an affiliated account

  1. Affiliate an account with a contact as described in the previous procedure. For more information, see To indicate an affiliation between a contact and an account.
  2. In the Account Affiliations list, select an account.

    3. NOTE:  When selecting an account, do not drill down on any hyperlinks. Doing so takes you to another view.

  3. In the Roles list, add a record and complete the necessary fields.

End users can specify the best time to call on an affiliated account in the Best Times list.

To specify the best times to call on an affiliated account

  1. Affiliate an account with a contact as described in the previous procedure. For more information, see To indicate an affiliation between a contact and an account.
  2. In the Account Affiliations list, select an account.

    3. NOTE:  When selecting an account, do not drill down on any hyperlinks. Doing so takes you to another view.

  3. In the Best Times list, add a record and complete the necessary fields.

 Siebel Life Sciences Guide 
 Published: 18 April 2003