Managing Contacts for Siebel Consumer Goods

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 Address Information for a Contact"

• "Modifying Best Time Information for a Contact"

  
  

  Note : You must complete the relevant setup tasks detailed in Siebel Consumer Goods Guide and Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Consumer Goods.

  
  

Displaying Contact Details

You can display contact details by using the Contacts view.

To display contact details 

1. Tap Side Menu and then tap Contacts to display the following:

   • The Contacts list and details in the main pane or work area.

     Contact Address and Best Time information appears after the contact details.

   • The calendar in the side pane showing the call scheduling information.

2. Navigate to the contact that you want in the Contacts list.

   All details for the selected contact appear after the list in the main pane.

Modifying Contact Information

Complete the following procedure to modify contact information.

To modify contact information 

1. Tap Side Menu and then tap Contacts to display the following:

   • The Contacts list and details in the main pane.

     Contact Address and Best Time information appears after the contact details.

   • The calendar in the side pane showing the call scheduling information.

2. Update an existing contact as follows:

   1. Navigate to the contact that you want in the Contacts list.

      All details for the selected contact appear after the list in the main 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 New (the plus (+) icon) in the main pane.

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

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 Side Menu and then tap Contacts to display the following:

   • The Contacts list and details in the main pane.

     Contact Address and Best Time information appears after the contact details.

   • The calendar in the side pane showing the call scheduling information.

2. Navigate to the contact that you want in the Contacts list.

   All details for the selected contact appear after the list in the main pane.

3. Update an existing contact address as follows:

   1. Tap the down arrow next to Address in the main pane.

      All the addresses associated with the contact appear in the main 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.

4. Add an existing address to the contact as follows:

   1. Tap New (the plus (+) icon) next to Addresses in the main pane.

   2. Choose the address on the list that appears, and then tap OK.

5. Create a new contact address as follows:

   1. Tap New next to Addresses in the main pane, and then tap New (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 the contact 

1. Tap Side Menu and then tap Contacts to display the following:

   • The Contacts list and details in the main pane.

     Contact Address and Best Time information appears after the contact details.

   • The calendar in the side pane showing the call scheduling information.

2. Navigate to the contact that you want in the Contacts list.

   All details for the selected contact appear after the list in the main pane.

3. Update an existing contact best time as follows:

   1. Tap the down arrow next to Best Times in the main pane.

      All the best times associated with the contact appear in the main 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.

4. Create a new contact best time as follows:

   1. Tap New (the plus (+) icon) next to Best Times in the main pane.

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