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Recording a Contact Call for a Different Contact at the Time of Signature Capture

A sales representative creates a call for a contact, but prior to saving the signature, sales representative might need to choose a different contact or change the address of the call. The representative might need to create a new sample drop call for another contact whom he or she might have met while waiting for the first contact to arrive.

A representative can change an existing call, and click Pick And Sign to quickly navigate back to the Signature Capture view.

A representative can also create a new Call record based on an existing call directly from within the Contact Call view. The New Sample Drop button on the Contacts Call applet enables users to create a Contact Call record with contact Id, address and samples dropped based on data setup from an existing call. The created Call records are displayed in the Contacts Call Detail view under Activities. The user is prompted to select the contact name, and click Pick And Sign to capture the signature.

This task is a step in Process of Completing Call Activities.

Creating a New Sample Drop For a New Contact By Using an Existing Contact Call

The following procedure shows you how to use an existing contact call to create a new sample drop for a new contact.

To create a new Sample Drop for a new contact by using an existing contact call

1. Navigate to the Contacts List screen.
2. Select a Contact record from the list.
3. Click New Call.

   A new Contact record is created and the Contact Call Detail view is displayed.

4. Add Sample Drop records or choose a Smart Call Template to prepare the sample drops.
5. Click Sign.

   If all the business rules are valid, the signature capture window is launched.

6. Verify the contact's name, address, DEA number and license number displayed in the call header.

Changing the Contact Address for an Existing Call

The following procedure shows you how to change the contact address for an existing call.

To change the contact or address of an existing call

1. Click Cancel on Signature Capture view.
2. Click the look up icon on the Last Name field.

   The Pick Contact Applet is displayed. You can query All Contacts, Affiliated Contacts, and By Location to find the relevant contacts.

3. Select a contact from the list, and click Pick And Sign to navigate back to the Signature Capture view.
4. Click the look up icon on the Address field.

   The Pick Address Applet is displayed.

5. Select the correct address from the list, and click Pick And Sign to navigate back to the Signature Capture view.

Creating a New Sample Drop Contact Call By Using an Existing Call

The following procedure shows you how to use an existing call to create a new sample drop contact call.

To create a new Sample Drop contact call by using an existing call

1. Click Cancel on Signature Capture view.
2. Click New Sample Drop in the Contact Call Detail view.

   The Pick Contact Applet is displayed. You can query All Contacts, Affiliated Contacts, and By Location to find the relevant contacts.

3. Select a contact from the list, and click Pick And Sign to navigate back to the Signature Capture view.

   NOTE:  The sample drop records are copied when the user clicks New Sample Drop. The details, promotional items, and decision issues are not copied over.

4. Save the signature of the contact.

   This action decrements the inventory and creates sample transaction history records.