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

Viewing Pre-call Information

The PreCall view tab is a single view that provides end users with a thumbnail view of important information about a contact. Users can access this view prior to making a call to get a summary of key information about the customer they are about to visit.

To view pre-call information

  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 PreCall view tab.

    5. The PreCall view appears, displaying the lists described in the following table.

    List
    Comments
    Account Affiliations
    Lists all accounts affiliated with this contact.
    This list can also be populated from the Account Affiliation view tab. For more information, see Indicating Affiliations Between a Contact and an Account.
    Best Times
    Lists the best times to visit the contact.
    This list can also be populated in the Addresses view tab. For more information, see Specifying the Best Time to Call Based on Address.
    Calls
    Features an historical list of all calls made on the contact.
    Formulary status
    Provides formulary status information for products in affiliated accounts.
    Rx Trends
    Syndicated data about prescription trends. A show drop-down menu provides options for Rx Trend and Formulary and Rx Trend By Plan.
    Rx Trend and Formulary shows prescription trends and formulary status information at affiliated accounts. Rx Trend by Plan shows prescriptions by managed care plans.
    Rx Trend data can be viewed as a chart or as a list.
    Notes
    Contains end-user notes regarding the selected contact.

  5. To add information, select the Calls, Best Times, Notes, or Account Affiliations lists, add a record, and complete the necessary fields.

    6. NOTE:  The Rx Trend data is not editable in this view.


 Siebel Life Sciences Guide 
 Published: 18 April 2003