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

Recording Account Calls

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End users track details about calls made on an account with account call records. Although users can create and display account calls on the Accounts screen, they enter details about the actual call on the Activities screen. To record an account call, users must complete the following procedures:

Display the Account Call Detail view
Enter information on products detailed
Enter attendee information (the names of contacts met and any samples dropped)
Enter information about any activities related to the call (optional)
Submit the call

The sections that follow explain how to perform each of these tasks.

To display the Account Call Detail view

Select an existing account.
From the Activities screen:
Navigate to the Activities screen.
From the Show drop-down list, select My Activities.
In the Activities list, select an existing account call and then drill-down on the Activity field.
From the Accounts screen:
Navigate to the Accounts screen.
From the Show drop-down list, select My Accounts.
In the Accounts list, select an account and then click the Calls view tab.
In the Start Date field of the Calls list, drill-down on the date hyperlink of the call for which you want to add information.

The Account Call Detail view appears.

Enter information about the products detailed as described in the following procedure.

To enter products detailed information for an account call

Display the Account Call Detail view. For more information, see To display the Account Call Detail view.

NOTE:  You must set up your personal lists before you can complete this procedure. For more information, see Creating a Personal List.

In the Call Products Detailed list, add a record for each product detailed during the call and complete the necessary fields.

Some fields in the Call Products Detailed record are described in the following table.

Field	Comments
Indication	The purpose or therapeutic area for which a drug is designed.
Priority	Priority of this product relative to others discussed during the call. Note: This field can be configured to automatically assign 1 to the first record and then sequentially number each additional record. For more information, see Information for Siebel Application Developers.
Product	The product detailed during the call. The products appearing in this drop-down list are based on the products added to your Personal list. For more information on adding products to your personal lists, see Creating a Personal List.

Enter attendee information as described in the following procedure. Attendees may include both contacts and employees.

To enter attendee information for an account call

Display the Account Call Detail view. For more information, see To display the Account Call Detail view.
In the Attendees list, click New.

The Add Attendee dialog box appears displaying contacts and employees. For more information, see Indicating an Affiliation Between an Account and a Contact.

In the Add Attendee dialog box:
If no contacts appear, click All Contacts.
To only display contacts affiliated with the selected account, click Affiliate Contacts.
Select those contacts and employees that you want to add as attendees and click OK.

The application creates an attendee call record (similar to a contact call) for each contact you include as an attendee of the account call. These attendee call records are child records of the account call and appear in the Activities screen under each contact's name.

NOTE:  You must set up your personal lists before you can complete the next step. For more information, see Creating a Personal List.

In the Samples Dropped field, click the select button.
When the Samples Dropped dialog box appears, select a product from the Name drop-down list and then complete the Lot # and Quantity fields.

NOTE:  The items appearing in the Name drop-down list are based on items added to your Personal Promotional Items list. For more information, see Creating a Personal List.

If samples were dropped during the call, enter a reference number in the Samples Reference Number field of the Attendees list.

This reference number becomes the transaction number (Transaction # field) for a samples transaction corresponding to this call. For information on samples transactions, see Managing Samples.

Drill down on the Name field for each attendee added to the account call.

The Contact Call Detail view appears, displaying the child attendee call you created by adding the contact as an attendee of the account call.

In the Contact Call Detail view enter any relevant information. For more information, see the procedure To display the Contact Call Detail view.

NOTE:  To return to the parent account call in the Account Call Detail view, click the arrow to the left of the Favorites drop-down list.

To enter general activities for an account call

Display the Account Call Detail view. For more information, see To display the Account Call Detail view.
Scroll down to the Activities list.
In the Activities list, add a record and complete the necessary fields.

For more information, see the field descriptions in To add a general activity.

If no further changes should be made to the call, submit the call as described in the following procedure.

To submit a completed account call

Display the Account Call Detail view. For more information, see To display the Account Call Detail view.

NOTE:  You cannot submit a call with a future date.

Verify that all information in the Account Call Detail view is accurate and complete. For more information, see:
To enter products detailed information for an account call
To enter attendee information for an account call
To enter general activities for an account call

CAUTION:  If you are a mobile user, submit your calls before connecting to the server, and then synchronize. Mobile users should not submit calls while connected to the server or they run the risk of introducing errors into their inventory counts.

In the Account Call form, click Submit.

NOTE:  Be aware that once you submit a call you cannot modify any fields except the Comment field. However, using Siebel Tools, you can change this default behavior and configure which fields are editable. For more information, see Siebel Tools Reference.

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