Siebel Mobile Guide: Connected > Using the Siebel Mobile Application for Siebel Pharma > Conducting Customer Calls >

Adding New or Updating Calls


To add a new call or update existing call information, complete the following procedure.

To add new or update a call

  1. Tap Calls on the application banner to display the Calls list.
  2. Add a new call as follows:
    1. Tap the plus (+) icon in the work area.
    2. Complete the fields in the following table as required.

      NOTE:  You must choose either a contact or an account to create the call, but not both.

      Item Name
      Description

      Contact

      The contact associated with the call. This field is required if you are creating a contact call.

      Account

      The account associated with the call. This field is required if you are creating an account call.

      Address

      The address of the contact associated with the call.

      NOTE:  For existing contacts or accounts for whom the call is created, when you select the contact for the call, this field is populated with the contact's primary address information. To select a different address, tap the address field, and select a record from the drop-down list.

      Start Date

      The date and start time for the call. The value in this field is the current date and time by default.

      Call Duration

      The call duration in minutes.

    3. Tap Save.
  3. Update an existing call as follows:
    1. Tap a call in the Calls list.

      All details for the selected call are displayed in the work area.

    2. Tap Edit, update the information as required, then Save when done.
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