Siebel Life Sciences Guide > Using Personalized Content Delivery > Using Signature Control for Personalized Content Delivery >

Modifying Contacts in the Signature Component

A representative can change the contact to another contact within the signature component.

For example, a representative is speaking with Dr. A. A Contact Call Record has already been created for Dr. A. The representative adds sample drop records to this call by clicking the Detail button in Call view. Now consider that the signature was captured for Dr. A and saved. The status of the record has been changed to Signed.

If instead of Dr. A, the representative selects a different contact: Dr. B. The signature control will then create a new contact call record in the Siebel database for Dr. B, and the sample records will be copied over to the new call. This new call will be validated, and the signature is captured and saved and the status of the call record will be set to Signed.

The module will only allow the representative to change the contact if the validation process confirms that the contact is eligible. Otherwise, an error message will appear.

To modify contacts in the signature component

1. Navigate to the Activities screen, then the Contact Call Detail view.

   Alternatively, navigate to Activities screen, then the Accounts Contacts Call detail view.

2. Select a sample from Samples Dropped.
3. Click Detail to open the PCD Viewer.

   The PCD viewer auto-loads the optimal set of messaging plans for each customer interaction.

4. Click Sign from the PCD Viewer toolbar.
5. Click the Change Professional button.
6. Select the desired contact.
7. Click Select.

   NOTE:  If the contact does not have a license for the geographic region, a Sign Validation Failed message will appear indicating the following: This contact does not have a license number for <region>.

8. Save the changes.