Siebel Life Sciences Guide > Planning Calls > End-User Procedures >

Creating a Personal List

Personal lists determine which products appear in the drop-down lists of the Call Products Detailed, Samples Dropped, and Promotional Items Dropped views. End users must specify at least one product in a personal list or the corresponding drop-down list will be empty when they try to enter call details. For more information on recording calls, see Recording Calls.

Setting up personal lists is a one-time setup procedure. Once end users have completed it, they do not need to repeat it. However, they can revise their personal lists at any time, deleting or adding products as necessary. For more information on personal lists, see Personal Lists and the business scenario Users Set Up Personal Lists.

To add a product to a personal list

  1. Navigate to the Activities screen.
  2. From the Show drop-down list, select one of the following:
  3. In the appropriate list, add a record and complete the necessary fields.

    4. Some of the fields on the Activities view are described in the following table.

    Field
    Comments
    Product
    The products being detailed during contact and account calls. This field appears in the Product Details List.
    Sample
    The products to be dropped as samples during contact and account calls. This field appears in the Personal Samples List.
    Promotional Item
    The promotional items being dropped during contact and account calls. This field appears in the Personal Promotional Items List.
    Order
    Enter a number that indicates where this product should appear in the drop-down list. This field appears in the Product Details List, Personal Samples List, and Personal Promotional Items List.
    For example, if you want a product in the Product Details List to appear first, enter 1. If this field is null for all products in the list, the products will appear in alphabetical order. If this field is null for some products but not for others, records with a null Order field appear at the beginning of the list, in alphabetical order.

Complete this procedure for each of the views:


 Siebel Life Sciences Guide 
 Published: 18 April 2003