Siebel Life Sciences Guide > Administering and Managing Accounts > End-User Procedures >

Indicating an Affiliation Between an Account and a Contact

For accounts having multiple contacts, you associate contacts with an account using the Contact Affiliations view. One reason to indicate these affiliations is for greater efficiency in call reporting, as described in Recording Calls.

NOTE:  The records for contacts you want to affiliate must already exist in the system; you cannot add new contact from this view. For more information on adding contacts, see Adding a Contact.

To indicate an affiliation between an account and a contact

  1. Navigate to the Accounts screen.
  2. From the Show drop-down list, select My Accounts.
  3. In the Accounts list, select an account.

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

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

    6. Some of the fields in a Contact Affiliations record are described in the following table.

    Field
    Comments
    Direct
    If a check mark appears in this field, profile data for the contact is routed to members of the team assigned to the affiliated account.
    If no check mark appears in this field, the profile data is routed only to the members of the team assigned to the contact. (Users who are connected to the server see the profile data regardless of whether a check mark appears in the field or not.)
    Last Name
    The contact affiliated with this account.

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

To add a new role for an affiliated contact

  1. Affiliate an account with a contact as described in the previous procedure, To indicate an affiliation between an account and a contact.
  2. Scroll down to the Roles list, add a record, and complete the necessary fields.

 Siebel Life Sciences Guide 
 Published: 18 April 2003