Managing Accounts for Siebel Pharma

An account is a company or individual with whom your company conducts business. It represents the relationship between your company and that company or individual. You can use the Account Details screen as the primary navigation tool for your customer interactions.

The following procedures related to accounts and account management are included in this topic:

• "Displaying Account Details"

• "Modifying Account Information"

• "Modifying Contact Information for an Account"

• "Modifying Call Information for an Account"

• "Modifying Address Information for an Account"

• "Modifying Contact Affiliation Information for an Account"

• "Modifying Account Relationship Information for an Account"

• "Modifying Attachment Information for an Account"

  
  

  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.

  
  

Displaying Account Details

You can display account details by using the Accounts list.

To display account details 

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

   • The Accounts list and details for the selected account in the right pane.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

   All details for the selected account appear below the list in the right pane.

3. To view the related items for the selected account, tap the following names in the list in the left pane:

   • Contacts. Shows the contact information for the account. For more information, see "Modifying Contact Information for an Account".

   • Calls. Shows the call information for the account. For more information, see "Modifying Call Information for an Account".

   • Addresses. Shows the address information for the account. For more information, see "Modifying Address Information for an Account".

   • Contact Affiliations. Shows the contact affiliation information for the account. For more information, see "Modifying Contact Affiliation Information for an Account".

   • Account Relationships. Shows the account relationship information for the account. For more information, see "Modifying Account Relationship Information for an Account".

   • Attachments. Shows the attachments for the account. For more information, see "Modifying Attachment Information for an Account".

4. To show a presentation for the selected account, tap the Detail button in the right pane. For more information, see "Showing Presentations in Siebel Mobile".

Modifying Account Information

Complete the following procedure to modify account information.

To modify account information 

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

   • The Accounts list and details for the selected account in the right pane.

   • A list in the left pane in which you can select the related items for accounts.

2. Update an existing account as follows:

   1. Tap an account in the Accounts list.

      All details for the selected account appear below the list in the right pane.

   2. 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.

3. Create a new account as follows:

   1. Tap the plus (+) icon in the right pane.

   2. Enter the information for the new account in the fields that appear, and then save the record.

Modifying Contact Information for an Account

Complete the following procedure to modify the contact information for an account.

To modify the contact information for an account 

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

   • The Accounts list and details for the selected account in the right pane.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

   All details for the selected account appear below the list in the right pane.

3. Update an existing account contact as follows:

   1. Tap Contacts in the list in the left pane.

      All the contacts associated with the account appear in the right pane, and all details for the selected account appear above the Contacts list in the right pane.

   2. Tap the contact that you want to update.

   3. 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.

4. Add an existing contact to the account as follows:

   1. Tap Contacts in the list in the left pane, and then tap the plus (+) icon in the right pane.

   2. Choose the contact on the list that appears, and then tap OK.

5. Create a new account contact as follows:

   1. Tap Contacts 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.

   2. Enter the information for the new contact in the fields that appear, and then save the record.

Modifying Call Information for an Account

Complete the following procedure to modify the call information for an account. You can update only calls that are not yet submitted for processing.

To modify the call information for an account 

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

   • The Accounts list and details for the selected account in the right pane.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

   All details for the selected account appear below the list in the right pane.

3. Update an existing account call as follows:

   1. Tap Calls in the list in the left pane.

      All the calls associated with the account appear in the right pane, and all details for the selected account appear above the Calls list in the right pane.

   2. Tap the call that you want to update.

   3. 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.

4. Create a new account call as follows:

   1. Tap Calls in the list in the left pane, and then tap the plus (+) icon in the right pane.

   2. Enter the information for the new call in the fields that appear, and then save the record.

      The following table describes the fields.

      Field Name	Description
      Account	Displays the account associated with the call.
      Address	Displays the primary address for the account. To select a different address, tap the Address field, and select the address from the list that appears.
      Type	Select the type of call.
      Start Date	Select the start date and time of the call.
      Call Duration	Select the number of minutes for the call duration.
      Comment	Type any necessary comment about the call.

      
      

Modifying Address Information for an Account

Complete the following procedure to modify the address information for an account.

To modify the address information for an account 

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

   • The Accounts list and details for the selected account in the right pane.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

   All details for the selected account appear below the list in the right pane.

3. Update an existing account address as follows:

   1. Tap Addresses in the list in the left pane.

      All the addresses associated with the account appear in the right pane, and all details for the selected account appear above the Addresses list in the right pane.

   2. Tap the address that you want to update.

   3. 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.

4. Add an existing address to the account as follows:

   1. Tap Addresses in the list in the left pane, and then tap the plus (+) icon in the right pane.

   2. Choose the address on the list that appears, and then tap OK.

5. Create a new account address as follows:

   1. 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.

   2. Enter the information for the new address in the fields that appear, and then save the record.

Modifying Contact Affiliation Information for an Account

Complete the following procedure to modify the contact affiliation information for an account. You can also affiliate accounts with a contact. For more information, see "Modifying Account Affiliation Information for a Contact".

To modify the contact affiliation information for an account 

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

   • The Accounts list and details for the selected account in the right pane.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

   All details for the selected account appear below the list in the right pane.

3. Update an existing contact affiliation as follows:

   1. Tap Affiliations in the list in the left pane.

      All the affiliations associated with the account appear in the right pane, and all details for the selected account appear above the Affiliations list in the right pane.

   2. Tap the affiliation that you want to update.

   3. 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.

4. Create a new contact affiliation as follows:

   1. Tap Affiliations in the list in the left pane, and then tap the plus (+) icon in the right pane.

   2. Enter the information for the new affiliation in the fields that appear, and then save the record.

      The following table describes the fields. Note that when you create a new or delete an existing contact affiliation, that contact appears on or is removed from the list of contacts associated with the account.

      Field Name	Description
      Last Name	Select the contact.
      First Name	Displays the first name of the contact that you select.
      Start Date	Select the start date that the contact is affiliated with the account.
      Primary Specialty	Type the primary speciality for the contact.
      Email	Displays the email address of the contact that you select.
      Direct	Select this check box to route the profile data for the contact to all members of the account team. Clear this check box to route the profile data for the contact only to members of the account team who are assigned to the contact.

      
      

Modifying Account Relationship Information for an Account

Complete the following procedures to modify the account relationship information for an account. This information denotes the relationship between the account and another account.

To modify the account relationship information for an account 

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

   • The Accounts list and details for the selected account in the right pane.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

   All details for the selected account appear below the list in the right pane.

3. Update an existing account relationship as follows:

   1. Tap Relationships in the list in the left pane.

      All the relationships associated with the account appear in the right pane, and all details for the selected account appear above the Relationships list in the right pane.

   2. Tap the relationship that you want to update.

   3. 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.

4. Create a new account relationship as follows:

   1. Tap Relationships in the list in the left pane, and then tap the plus (+) icon in the right pane.

   2. Enter the information for the new relationship in the fields that appear, and save the record.

      The following table describes the fields.

      Field Name	Description
      This Account	Displays this account.
      Other Account	Select an account to associate with this account.
      Relationship	Select the relationship that the other account has with this account.
      Site	Displays the site for the other account that you select.

      
      

Modifying Attachment Information for an Account

The attachment feature in the Siebel Mobile application for Siebel Pharma allows you to associate an attachment with individual account records. The following procedure shows you how to modify the attachment information for an account, including how to attach files (such as, Microsoft Outlook email messages, Microsoft Word documents, image files, and videos) and URL addresses to account records using the New File and New URL links respectively. Note the following:

• With iOS devices (such as iPad), you can only attach files from the gallery or by using the camera on the mobile device to take a photo or record a video.

• With non-iOS devices (such as Samsung Galaxy tablets), you can choose to attach files using applications such as Bluetooth file transfer or the file browser, provided that Siebel Mobile has been integrated with the file system on the mobile device. If the mobile application is not integrated with the file system on your mobile device, then you will not be able to upload and download attachment files.

  
  

  Note : The attachment functionality is supported in both online (connected) and offline (disconnected) mode. In disconnected mode, attachments are supported when customers download the Siebel app or use the Siebel Mobile Archive MAA file to create and deploy a customized Siebel Mobile Application Container for iOS and Android devices. For more information, see the following topics: "Using Attachments in Siebel Mobile", "Downloading and Installing the Siebel Mobile Application Container (Siebel App)", and "Managing Attachment Downloads Using the Siebel App".

  
  

To modify the attachment information (file or URL) for an account 

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

   • The Accounts list and details for the selected account in the right pane.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

   All details for the selected account appear below the list in the right pane.

3. Update an existing attachment (file or URL) as follows:

   1. Tap Attachment in the list in the left pane.

      All the attachments associated with the account appear in the right pane, and all details for the selected account appear above the Attachments list in the right pane.

   2. Tap the attachment that you want to update.

   3. 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.

4. If using an iOS device (such as iPad), then attach files and open attachment files as follows:

   1. To attach an existing file from the gallery:

      • Tap Attachment in the list in the left pane, and then tap New File in the right pane.

      • Tap Choose Existing, select an existing file to attach to the record, and then tap OK.

   2. To attach a new photo or video:

      • Tap Attachment in the list in the left pane, and then tap New File in the right pane.

      • Tap Take Photo or Video, take an instant photo or record an instant video and then tap OK to attach the photo or video to the record.

   3. To open an attachment file in a new window, tap the attachment name link.

5. If using a non-iOS device (such as Samsung Galaxy tablet), then attach files and open attachment files as follows:

   1. To upload a new attachment file to Siebel Server from a mobile device:

      • Tap Attachment in the list in the left pane, and then tap New File in the right pane.

      • Browse to and select the file that you want to upload, and then tap OK.

   2. To download an attachment file from Siebel Server to a mobile device:

      • Tap Attachment in the list in the left pane, and then tap the down arrow next to the attachment name in the right pane.

      • Tap Download. The attachment is saved to the Downloads folder on the mobile device.

   3. To open an attachment file, tap the down arrow next to the attachment name and then tap Open.

      The attachment opens in a new window.

6. Attach a new URL address as follows:

   1. Tap Attachment in the list in the left pane, and then tap New URL in the right pane.

   2. Type the URL address in the URL field, and then tap Add.

   3. To navigate to an existing URL address, tap the URL attachment name link.