Siebel Mobile Guide: Connected > Using the Siebel Mobile Application for Siebel Pharma > Managing Accounts >

Creating or Updating Calls for an Account


Complete the following procedure to create or update calls for an account.

To create or update calls for an account

  1. Tap Accounts on the application banner to display the Accounts list.
  2. Tap an account in the list.

    All account details for the selected contact are displayed in the work area.

  3. Update an existing account call as follows:
    1. Tap Calls in the work area, then the call that you want to update.
    2. Tap Edit in the work area, update the information as required, and then tap Save when finished.
  4. Create a new account call as follows:
    1. Tap Calls in the work area, then the plus (+) icon.
    2. Enter the information for the new account call on the page that opens, as shown in the following table.
      Field Name
      Description

      Account

      The account associated with this call.

      Address

      This field is populated with the account's primary address information when you select the Account for the call. To select a different address, tap the address field, and select a record from the pick applet.

      Start Date

      The call start date and time. This field is required if you are creating a new account call.

      Call Duration

      The duration of the call.

      Comments

      Enter any comments, as required.

      Call Type

      The type of call. Select an option from the Call Type drop-down list.

    3. Tap Save to save the call.
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