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Indicating Affiliations Between a Contact and an Account

Using the Account Affiliations view, end users can associate a contact with an account. One reason to indicate these affiliations is for greater efficiency in call reporting, as described in Completing Contact and Account Call Activities.

Once you record an affiliation between an account and a contact, you can also:

• Specify a role for the affiliated contact. This gives the end user some comprehension of the contact's occupation.
• Specify the best times to call the contact at the affiliated account. This makes sure that the contact is not called at inconvenient of inappropriate times.
• Specify the role of the contact at the affiliated account. This helps end users to track a contact's importance within an organization. They can then refer to this information prior to calls and adjust their discussions with each contact accordingly.
• Review products in the formularies of the affiliated account. If the contact is affiliated with any MCOs (MCOs), make sure to add the names of these to the Account Affiliations list.

  The Formulary Status list (LS Formulary Status List Applet) shows the drugs that are in the MCO account's formulary. This is read-only information. Formulary status can be updated from the Plan Formulary view of the Accounts screen.

  NOTE:  If a PBM (pharmacy benefit management company) owns the formulary, you need to affiliate the PBM account instead of the MCO account, in order to see the formulary.

This task is a step in Process of Managing Contacts.

To indicate an affiliation between a contact and an account

1. Navigate to the Contacts screen, then the Contacts List.
2. In the Contacts list, select a contact and drill down on the Last Name.
3. Click the Account Affiliations tab.
4. In the Account Affiliations list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Account	The account to be affiliated with the selected contact.
   Start date	The beginning date on which the contact became affiliated with this account.
   End date	The date on which the contact ended affiliation with this account.
   Direct	Select this field to route profile data for the contact to the members of the team assigned to the affiliated account. The Siebel administrator must enable this behavior. Do not select this field to route the profile data for the contact to the members of the team assigned to the contact. (Users who are connected to the server see the profile data whether or not a check mark appears in the field.)

5. To specify the role of the contact at the affiliated account, in the Roles list, create a new record and complete the necessary fields.
6. To specify the best time to call on the contact at the affiliated account, in the Best Times list, create a new record and complete the necessary fields.