Using the Home Page for Siebel Pharma

The following procedures related to using the home page of the Siebel Mobile application for Siebel Pharma are included in this topic:

• "Viewing Call Planning Information"

• "Scheduling Calls For Contacts and Accounts"

  
  

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

  
  

Viewing Call Planning Information

On the home page, you can view the call planning information for contacts and accounts in the calendar.

Note: Viewing calls in the calendar is similar to viewing activities in the calendar. For more information about using the calendar to view activities, see Siebel Fundamentals for Siebel Open UI.

To view the call planning information 

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

   • The calendar showing the call planning information in the main pane.

   • The Contacts and Accounts list in the side pane.

     Tap Contacts or Accounts to expand the corresponding contacts or accounts list.

2. On the calendar in the main pane, view the call planning information as follows:

   • Use the navigation arrows to navigate across dates and view the calls scheduled on different dates.

   • Tap Today to see the calls scheduled for today's date.

   • Tap the Daily, Weekly, or Monthly calendar buttons to switch between the daily, weekly, or monthly view of calls scheduled.

   • Tap 2 to switch the daily display to two hourly intervals.

   • Tap 4 to switch the daily display to four hourly intervals.

     The default daily display interval is one hour.

3. On the calendar in the main pane, you can do the following:

   • To extend the duration of a call, select the border of the call and (without releasing the selection) then move the border out.

   • To move a call, select the call and (without releasing the selection) then move the call to a different time or date on the calendar.

   • To schedule a call for a contact or an account, see "Scheduling Calls For Contacts and Accounts".

   • Tap a call on the calendar to drill down on and display the call details. For more information, see "Displaying Call Details".

Scheduling Calls For Contacts and Accounts

On the home page, you can schedule calls for contacts and accounts in the calendar.

Note: Scheduling calls in the calendar is similar to scheduling activities in the calendar. For more information about using the calendar to schedule activities, see Siebel Fundamentals for Siebel Open UI.

To schedule calls for contacts and accounts 

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

   • The calendar showing the call planning information in the main pane.

   • The Contacts and Accounts list in the side pane.

     Tap Contacts or Accounts to expand the corresponding contacts or accounts list.

2. Schedule a new contact call as follows:

   1. Tap Contacts in the side pane to expand the contacts list, and then select a contact from the list.

   2. Select a contact and (without releasing the selection) then move the contact onto the calendar in the main pane.

   3. Drill down on the new call to open it.

   4. Modify the call details as required. For more information, see "Modifying Call Information".

   5. Modify the related items for the call as required. For more information, see Step 3 in "Displaying Call Details".

3. Schedule a new account call as follows:

   1. Tap Accounts in the side pane to expand the accounts list, and then select a contact from the list.

   2. Select an account and without releasing the selection, move the account onto the calendar in the main pane.

   3. Drill down on the new call to open it.

   4. Modify the call details as required. For more information, see "Modifying Call Information".

   5. Modify the related items for the call as required. For more information, see Step 3 in "Displaying Call Details".