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Process of Managing Contacts

This topic details sample tasks often performed by administrators and end-users when managing contacts. Your company might follow a different process according to its business requirements.

Administrator Procedures

The following list shows tasks administrators typically perform to manage contacts:

• Setting Up Primary Specialties

  Define medical specialities within the system and specify a contact's primary speciality.

• Removing Contact Records
• Administering Bricks
• Associating a Contact with a Brick

End-User Procedures

The following list shows tasks end users typically perform when managing contacts:

• Creating a Contact.
• Specifying the Best Time to Call.
• Indicating Affiliations Between Contacts.
• Indicating Affiliations Between a Contact and an Account.
• Viewing Pre-Call Information.
• Tracking Documentation Associated with a Contact.
• Other Tasks for Managing Contacts. Enter contact category information and create contact assessments.