Siebel CRM Siebel Mobile Guide: Connected Siebel Innovation Pack 2016, Rev. C E52426-01 |
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A contact is an individual with whom your company conducts business or expects to conduct business in the future. It can be an employee of another company, an independent consultant, a vendor, or an acquaintance.
The following procedures related to contacts and contact management are included in this topic:
"Modifying Best Time Information for a Contact"
Note : You must complete the relevant setup tasks detailed in Siebel Consumer Goods Guide and Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Consumer Goods. |
You can display contact details by using the Contacts list.
To display contact details
Tap the Side Menu icon on the application banner, and then tap Contacts to display the following:
The Contacts list and details for the selected contact in the right pane.
A list in the left pane in which you can select the related items for contacts.
Tap a contact in the Contacts list.
All details for the selected contact appear below the list in the right pane.
To view the related items for the selected contact, tap the following names in the list in the left pane:
Addresses. Shows the address information for the contact. For more information, see "Modifying Address Information for a Contact".
Best Times. Shows the best time information for the contact.For more information, see "Modifying Best Time Information for a Contact".
Complete the following procedure to modify contact information.
To modify contact information
Tap the Side Menu icon on the application banner, and then tap Contacts to display the following:
The Contacts list and details for the selected contact in the right pane.
A list in the left pane in which you can select the related items for contacts.
Update an existing contact as follows:
Tap a contact in the Contacts list.
All details for the selected contact appear below the list in the right pane.
Tap the record field that you want to update, and update the field value.
You must navigate away from the record to save your changes to it.
Create a new contact as follows:
Tap the plus (+) icon in the right pane.
Enter the information for the new contact in the fields that appear, and then save the record.
Complete the following procedure to modify the address information for a contact.
To modify the address information for a contact
Tap the Side Menu icon on the application banner, and then tap Contacts to display the following:
The Contacts list and details for the selected contact in the right pane.
A list in the left pane in which you can select the related items for contacts.
Tap a contact in the Contacts list.
All details for the selected contact appear below the list in the right pane.
Update an existing contact address as follows:
Tap Addresses in the list in the left pane.
All the addresses associated with the contact appear in the right pane, and all details for the selected contact appear above the list in the right pane.
Tap the address that you want to update.
Tap the record field that you want to update, and update the field value.
You must navigate away from the record to save your changes to it.
Add an existing address to the contact as follows:
Tap Addresses in the list in the left pane, and then tap the plus (+) icon in the right pane.
Choose the address on the list that appears, and then tap OK.
Create a new contact address as follows:
Tap Addresses in the list in the left pane, tap the plus (+) icon in the right pane, and then tap the plus (+) icon on the list that appears.
Enter the information for the new address in the fields that appear, and then save the record.
Complete the following procedure to modify the best-time-to-call information for a contact. This information typically applies to a contact who is a physician or another health-care provider. It is associated with an address for the contact.
Note : The best-time slot for a contact does not extend after 12:00 P.M. for a specific day. For example, if you create a best-time slot for a contact from 9:00 to 11:00 P.M, and if you change it to start at 11:00 P.M, then the extended slot does not extend to the next day. The extended slot starts at 11:00 P.M. and ends at 12:00 P.M, and not at 1:00 A.M. on the next day. |
To modify the best time information for the contact
Tap the Side Menu icon on the application banner, and then tap Contacts to display the following:
The Contacts list and details for the selected contact in the right pane.
A list in the left pane in which you can select the related items for contacts.
Tap a contact in the Contacts list.
All details for the selected contact appear below the list in the right pane.
Update an existing contact best time as follows:
Tap Best Times in the list in the left pane.
All the best times associated with the contact appear in the right pane, and all details for the selected contact appear above the list in the right pane.
Tap the best time that you want to update.
Tap the record field that you want to update, and update the field value.
You must navigate away from the record to save your changes to it.
Create a new contact best time as follows:
Tap Best Times in the list in the left pane, and then tap the plus (+) icon in the right pane.
Enter the information for the new best time in the fields that appear, and then save the record.