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Adding Contacts in Siebel Medical Handheld

Using the Contacts screen and the My Contacts view, you can add contacts and update contact information directly in Siebel Medical Handheld.

To add contacts

1. Navigate to the Contacts screen.
2. From the Show drop-down list, select My Contacts, or Personal Contacts.
   • My Contacts: Use this list for contacts that you might or might not share with the rest of your organization.
   • Personal Contacts: Use this list for contacts that are not shared with the rest of your organization.
3. Tap the New Record button, then fill the Last Name and First Name fields.
4. From the Show drop-down list, choose More Info, and then complete additional fields, as needed.

   The following table describes some fields in the Contact form.

   Field	Comments
   Job Title	A text field where you key in the job title of the contact.
   Contact Method	A drop-down list where you can chose the preferred contact method.
   Site	Physical location of the account.
   Comments	Tap this field, then enter comments. Comments entered are visible depending on the type of contact define. For instance, if you are creating a contact in the My Contacts list, the comments entered for that contact will be visible by other members of your team.