Using the Home Page for Siebel Pharma

The following procedures related to using the home page of the Siebel Mobile application for Siebel Pharma are included in this topic:

• "Viewing Call Planning Information"

• "Scheduling Calls For Contacts and Accounts"

  
  

  Note: You must complete the relevant setup tasks detailed in Siebel Life Sciences Guide and Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Pharma.

  
  

Viewing Call Planning Information

On the home page, you can view the call planning information for contacts and accounts in the calendar.

Note: Viewing calls in the calendar is similar to viewing activities in the calendar. For more information about using the calendar to view activities, see Siebel Fundamentals for Siebel Open UI.

To view the call planning information 

1. Tap the Side Menu icon on the application banner, and then tap Calls to display the following:

   • The calendar showing the call planning information in the right pane or work area.

   • The Contacts and Accounts list in the left pane. Tap Contacts or Accounts to expand the corresponding contacts or accounts list.

2. On the calendar in the right pane, view the call planning information as follows:

   • Tap the left and right arrows to navigate across dates and view the calls scheduled on different dates.

   • Tap Today to see the calls scheduled for today's date.

   • Tap the daily, weekly, or monthly calendar icon to switch between the daily, weekly, or monthly view of calls scheduled.

   • Tap 2 to switch the daily display to two hourly intervals.

   • Tap 4 to switch the daily display to four hourly intervals.

     The default daily display interval is one hour.

3. On the calendar in the right pane, you can do the following:

   • Extend the duration of a call by tapping the border of the call and dragging it out.

   • Move a call by tapping the call, and then dragging and dropping it on a different time or date.

   • Schedule a call for a contact or an account. For more information, see "Scheduling Calls For Contacts and Accounts".

   • Tap a call on the calendar to drill down on and display the call details. For more information, see "Displaying Call Details".

Scheduling Calls For Contacts and Accounts

On the home page, you can schedule calls for contacts and accounts in the calendar.

Note: Scheduling calls in the calendar is similar to scheduling activities in the calendar. For more information about using the calendar to schedule activities, see Siebel Fundamentals for Siebel Open UI.

To schedule calls for contacts and accounts 

1. Tap the Side Menu icon on the application banner, and then tap Calls to display the following:

   • The calendar showing the call planning information in the right pane or work area.

   • The Contacts and Accounts list in the left pane. Tap Contacts or Accounts to expand the corresponding contacts or accounts list.

2. Schedule a new contact call as follows:

   1. Tap Contacts in the left pane to expand the contacts list, and then select a contact from the list.

   2. Drag and drop the selected contact onto the calendar in the right pane to schedule the new call.

   3. Drill down on the new call to open it.

   4. Modify the call details as required. For more information, see "Modifying Call Information".

   5. Modify the related items for the call as required. For more information, see Step 3 in "Displaying Call Details".

3. Schedule a new account call as follows:

   1. Tap Accounts in the left pane to expand the accounts list, and then select a contact from the list.

   2. Drag and drop the selected account onto the calendar in the right pane to schedule the new call.

   3. Drill down on the new call to open it.

   4. Modify the call details as required. For more information, see "Modifying Call Information".

   5. Modify the related items for the call as required. For more information, see Step 3 in "Displaying Call Details".

Customizing the Calendar

You can customize the (call planning) calendar for Siebel applications by navigating to the User Preferences screen, then the Calendar view in Siebel CRM. When you customize the call planning calendar in Siebel CRM, you customize the call planning calendar for both your Siebel desktop and Siebel Mobile application. Some calendar features that you can customize include the following:

• Working day start and end time

• Appointment duration

• Day to start the working week

• Default calendar format (daily, weekly, monthly)

• Weekly calendar view (5 or 7 day weekly view)

For more information about customizing the call planning calendar in Siebel CRM, see Siebel Life Sciences Guide and Siebel Fundamentals for Siebel Open UI.