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Creating Account Contacts Call Detail Records

The Accounts Contacts list displays the Account-Contact records with their targeting Product attributes for the current Targeting Period. The records in the list are limited to Account-Contact targeting records created for the current user's Position.

Users can create a Call record directly from the Accounts Contacts List applet. The New Call button on the Accounts Contacts List applet creates an Account Contact Call record with both the Account and Contact Ids populated. The created Call records are displayed in the Accounts Contacts Call Detail view under Activities.

To create Contact Call Details for a new Contact

1. Navigate to the Account Contacts screen, then the Accounts Contacts List view.
2. Select an Account Contacts record from the list.
3. Click New Call.

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

4. Click Sign.

   If all business rules are valid, signature capture window is launched. Verify the contact's name, address, DEA number and license number displayed in the call header.

5. Click Submit to submit the call. If Samples were dropped a Signature will need to be entered before the call can be submitted. For more information, see Recording a Contact Call for a Different Contact at the Time of Signature Capture.