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Affiliating Contacts with Accounts in Siebel Medical Handheld

A contact is a doctor, surgeon, hospital administrator, nurse, or someone else associated with a hospital, clinic, and so on. Accounts can be, for instance, hospitals, pharmacies, HMOs, clinics, or group practices. As you continue to work closely with a prospective account, professional contacts associated with the account become important. Contacts can belong to multiple accounts, but only one of them can be the primary account.

To affiliate a contact with an account

1. Navigate to the Accounts screen.

   The My Accounts list appears.

2. In the My Accounts list, select the account to which the contact will be added.
3. From the Show drop-down list, select Affiliations.
4. Tap the Affiliations list to select it, then tap the New Record button.
5. Tap in the Last Name field of the new record.

   The Pick Contact picklist appears.

6. Choose a contact, and tap OK.
7. In the Affiliations list, tap the Direct field to make it active, then check the box to indicate whether the contact is a direct affiliation.