Managing Contacts for Siebel Pharma

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:

• "Displaying Contact Details"

• "Modifying Contact Information"

• "Modifying Call Information for a Contact"

• "Modifying Address Information for a Contact"

• "Modifying Best Time Information for a Contact"

• "Modifying State License Information for a Contact"

• "Modifying Account Affiliation Information for a Contact"

• "Modifying Contact Relationship Information for a Contact"

• "Modifying Attachment Information for a Contact"

  
  

  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 Contact Details

You can display contact details by using the Contacts list.

To display contact details 

1. 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.

2. Tap a contact in the Contacts list.

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

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

   • Calls. Shows the calls for the contact. For more information, see "Modifying Call Information for a Contact".

   • Addresses. Shows the address information for the contact. For more information, see "Modifying Address Information for a Contact".

   • Best Times. Shows the best-time-to-call information for the contact. For more information, see "Modifying Best Time Information for a Contact".

   • State Licenses. Shows the state license information for the contact. For more information, see "Modifying State License Information for a Contact".

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

   • Contact Relationships. Shows the contact relationship information for the contact. For more information, see "Modifying Contact Relationship Information for a Contact".

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

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

Modifying Contact Information

Complete the following procedure to modify contact information.

To modify contact information 

1. 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.

2. Update an existing contact as follows:

   1. Tap a contact in the Contacts list.

      All details for the selected contact 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 contact as follows:

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

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

Modifying Call Information for a Contact

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

To modify the call information for a contact 

1. 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.

2. Tap a contact in the Contacts list.

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

3. Update an existing contact call as follows:

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

      All the calls associated with the contact appear in the right pane, and all details for the selected contact 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 contact 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
      Name	Displays the contact associated with the call.
      Address	Displays the primary address for the contact. 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 a Contact

Complete the following procedure to modify the address information for a contact.

To modify the address information for a contact 

1. 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 call in the right pane.

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

2. Tap a contact in the Contacts list.

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

3. Update an existing contact address as follows:

   1. 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 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 contact 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 contact 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 Best Time Information for a Contact

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 a contact 

1. 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.

2. Tap a contact in the Contacts list.

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

3. Update an existing contact best-time as follows:

   1. 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 Best Times list in the right pane.

   2. Tap the best time 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 best-time as follows:

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

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

Modifying State License Information for a Contact

Complete the following procedure to modify the state license information for a contact. This information typically applies to a contact who is a physician or another health-care provider.

To modify the state license information for a contact 

1. 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.

2. Tap a contact in the Contacts list.

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

3. Update an existing contact state license as follows:

   1. Tap State Licenses in the list in the left pane.

      All the state licenses associated with the contact appear in the right pane, and all details for the selected contact appear above the Licenses list in the right pane.

   2. Tap the state license 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 state license as follows:

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

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

      The following table describes the fields.

      Field Name	Description
      State	Select the state or jurisdiction in the United States associated with the license number. If the jurisdiction is not in the United States, then this field is not required.
      License Number	Type the license number.
      Status	Select the status of the license, which can be Active or Inactive.
      Expiry Date	Select the date when the license expires.

      
      

Modifying Account Affiliation Information for a Contact

Complete the following procedure to modify the account affiliation information for a contact. You can set up such an affiliation for call-reporting purposes. You can also affiliate contacts with an account. For more information, see "Modifying Contact Affiliation Information for an Account".

To modify the account affiliation information for a contact 

1. 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.

2. Tap a contact in the Contacts list.

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

3. Update an existing account affiliation as follows:

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

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

      Field Name	Description
      Account	Select the account.
      Account Type	Displays
      Site	Displays the site for the account that you select.
      Start Date	Select the start date that the account is affiliated with the contact.
      End Date	Select the end date that the account is affiliated with the contact.
      Comments	Type any necessary comments for the affiliated account.

      
      

Modifying Contact Relationship Information for a Contact

Complete the following procedure to modify the contact relationship information for a contact. This information denotes the relationship or role that exists between the contact and another contact.

To modify the contact relationship information for a contact 

1. 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.

2. Tap a contact in the Contacts list.

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

3. Update an existing contact relationship as follows:

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

      All the relationships associated with the contact appear in the right pane, and all details for the selected contact 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. Add a contact relationship as follows:

   1. Tap Relationships 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.

   3. Tap the Relationship Type field, update the field value, and then save the record when finished.

Modifying Attachment Information for a Contact

The attachment feature in the Siebel Mobile application for Siebel Pharma allows you to associate an attachment with individual contact records. The following procedure shows you how to modify the attachment information for a contact, including how to attach files (such as, Microsoft Outlook email messages, Microsoft Word documents, image files, and videos) and URL addresses to contact 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 (Siebel app) for iOS and Android devices. For more information, see "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 a contact 

1. 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.

2. Tap a contact in the Contacts list.

   All details for the selected contact 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 contact appear in the right pane, and all details for the selected contact appear above the Attachments list in the right pane.

   2. Tap the attachment that you want to update in the right pane.

   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 (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, tap the attachment name link.

      The attachment opens in a new window.

5. If using a non-iOS device (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.

      • 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.

Related Topic:

"Integrating Siebel Mobile with Native Device Features"