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Adding or Updating the State License for a Contact


To add or update state license information for a contact, typically a physician, complete the following procedure.

To add or update license information for a contact

  1. Tap Contacts on the application banner to display the Contacts list.
  2. Tap a contact in the list.

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

  3. Update an existing contact state license as follows:
    1. Tap State Licenses in the work area, then the license that you want to update.
    2. Tap Edit, update the information as required, and then tap Save when finished.
  4. Add a new contact state license as follows:
    1. Tap State Licences in the work area, then the plus (+) icon.
    2. Enter the information for the new contact state license on the page that opens. The following table describes the fields.
      Field Name
      Description

      License Number

      The license number for the contact, for example, PS4231732.

      State

      The U.S. state or jurisdiction associated with the license number. Use the drop-down list to select the state, for example, NJ for New Jersey. If your jurisdiction is not in the United States, then this field is not required.

      License Status

      The status of the license (Active or Inactive). Choose a status.

      License Expiry Date

      The date when the license expires (MM/DD/YYYY). Tap the date to display the calendar, and then select the expiration date.

    3. Tap Save.
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