10Using the Siebel Mobile Disconnected Application for Siebel Pharma
Using the Siebel Mobile Disconnected Application for Siebel Pharma
This chapter describes the tasks that a user of the Siebel Mobile application for Siebel Pharma can execute in online (connected) and offline (disconnected) mode. Tasks and features that are not supported in offline mode are listed. It includes the following topics:
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
On the home page, you can view the call planning information for contacts and accounts in the calendar.
To view the call planning information
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.
Note: You can perform the remaining steps in this task only in online mode.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.
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 (Siebel Pharma).
Scheduling Calls For Contacts and Accounts
On the home page, you can schedule calls for contacts and accounts in the calendar.
To schedule calls for contacts and accounts
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.
Note: You can perform the remaining steps in this task only in online mode.Schedule a new contact call as follows:
Tap Contacts in the side pane to expand the contacts list, and then select a contact from the list.
Select a contact and (without releasing the selection) then move the contact onto the calendar in the main pane.
Drill down on the new call to open it.
Modify the call details as required. For more information, see Modifying Call Information.
Modify the related items for the call as required. For more information, see Displaying Call Details (Siebel Pharma).
Schedule a new account call as follows:
Tap Accounts in the side pane to expand the accounts list, and then select a contact from the list.
Select an account and (without releasing the selection) then move the account onto the calendar in the main pane.
Drill down on the new call to open it.
Modify the call details as required. For more information, see Modifying Call Information.
Modify the related items for the call as required. For more information, see in Displaying Call Details (Siebel Pharma).
Managing Calls for Siebel Pharma
A call is a scheduled interaction that you have with a contact or an account.
The following procedures related to calls and call management are included in this topic:
Displaying Call Details (Siebel Pharma)
You can display call details by using the calendar.
To display call details
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 a call on the calendar in the main pane to open it and display the following:
The details for the selected call in the main pane.
A list in the side pane in which you can select the related items for the call.
To view the related items for the selected call, tap the following names in the list in the side pane:
Call Planning. Shows the home page for Siebel Pharma where you can view the call planning information for and schedule new calls for contacts and accounts. For more information, see the following:
Attendees. Shows the attendee information for the call. For more information, see Modifying Attendee Information for a Call.
Promotional Items Dropped. Shows the number of dropped promotional items for the call. For more information, see Modifying Promotional Items for a Call.
Samples Dropped. Shows the number of dropped samples for the call. For more information, see Modifying Samples for a Call.
Product Details. Shows the product details for the call. For more information, see Modifying Product Details for a Call.
Validation Results. Shows the validation results for the call. For more information, see Viewing the Validation Results for a Call.
Literature. Shows the literature information for the call. For more information, see Adding Literature Information to a Call.
Presentation Detail. Shows the presentation detail information for the call. For more information, see Viewing Presentation Detail Information for a Call.
To show a presentation for the selected call, tap the Detail button in the main pane. For more information, see Showing Presentations in Siebel Mobile.
Modifying Call Information
Complete the following procedure to modify call information.
To modify call information
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.
Update an existing call as follows:
-
Tap a call on the Calendar in the main pane to open it and display the following:
The details for the selected call in the main pane.
A list in the side pane in which you can select the related items for the call.
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. The following table describes the fields that you can modify.Field Name
Description
Contact
Select a contact for the call. You must select either a contact in this field or an account in the Account field. You cannot select both a contact and an account for the call.
Account
Select an account for the call. You must select either an account in this field or a contact in the Contact field. You cannot select both an account and a contact for the call.
Address
Displays the primary address for the contact or account that you select. To select a different address, tap the Address field, and select the address from the list that appears. When you create a call in offline mode for a new contact or account, this field is not populated with the primary address. You must select the address from the list that appears.
Start Date
Select the call start date and time.
Call Duration
Select the number of minutes for the call duration.
-
To schedule a new call, see Scheduling Calls For Contacts and Accounts.
Modifying Attendee Information for a Call
Complete the following procedure to modify the attendee information for a call. An attendee is an individual who is present during a meeting or phone discussion for an account call. Attendee information applies to account calls, and not to contact calls. However, when you add an attendee to an account call, you create a contact call for the attendee.
To modify the attendee information for a call
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 a call on the calendar in the main pane to open it and display the following:
The details for the selected call in the main pane.
A list in the side pane in which you can select the related items for the call.
Update an existing call attendee as follows:
Tap Attendees in the list in the side pane.
All attendees associated with the call appear in the Attendees list in the main pane.
Tap the attendee that you want to update.
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.
Add an attendee to the call as follows:
Tap Attendees in the list in the side pane, and then tap Add (the plus (+) icon) in the main pane.
Choose one or more attendees on the list that appears, and then tap OK.
You can perform one of the following steps to filter the records in the list:
Tap All Contacts to show all of the contacts that are available.
Tap Affiliated Contacts to show only the affiliated contacts associated with the account for the call.
Note: The search filter for affiliated contacts is supported only in online mode.
Add promotional items and samples to the call and capture a signature for the call as follows:
Tap Attendees in the list in the side pane, and then drill down on the attendee Name.
Add promotional items and samples to the call as required. For more information, see the following topics:
Capture a signature for the call as required. For more information, see Capturing Signatures for Calls.
Modifying Promotional Items for a Call
Complete the following procedure to modify the promotional items for a call. You give promotional items to the customer during the call. Given promotional items are dropped promotional items. Promotional items apply to contact or attendee calls, and not to account calls.
Before you submit a call for processing, you can modify the promotional item information for the call. You can give only products that meet the following criteria to the customer as promotional items:
The products are allocated to the sales representative.
The products are available in the inventory of the sales representative.
The products are active on the current date.
To modify the promotional items for a call
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 a call on the calendar in the main pane to open it and display the following:
The details for the selected call in the main pane.
A list in the side pane in which you can select the related items for the call.
Update an existing call promotional item as follows:
Tap Promotional Items Dropped in the list in the side pane.
All promotional items associated with the call appear in the Promotional Items Dropped list in the main pane.
Tap the promotional item that you want to update.
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.
Add a promotional item to the call as follows:
Tap Promotional Items Dropped in the list in the side pane, and then tap Add in the main pane.
Enter the quantity of the promotional item to give to the call customer in the Quantity field, and then tap OK.
The following table describes the other fields.
Field Name
Description
Name
Displays the name of the promotional item.
Quantity
Type the quantity of the promotional item to give to the call customer.
Max Qty
Displays the maximum quantity of the promotional item that the sales representative can give to the call customer in the allocation period.
Available Qty
Displays the quantity of the promotional item that is currently available to the sales representative.
Modifying Samples for a Call
Complete the following procedure to modify the samples for a call. You give samples to the customer during the call. Given samples are dropped samples. Samples apply to contact or attendee calls, and not to account calls.
Before you submit a call for processing, you can modify the sample information for the call. You can give only products that meet the following criteria to the customer as samples:
The products are allocated to the sales representative.
The products are available in the inventory of the sales representative.
The products are active on the current date.
To modify the samples for a call
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 a call on the calendar in the main pane to open it and display the following:
The details for the selected call in the main pane.
A list in the side pane in which you can select the related items for the call.
Update an existing call sample as follows:
Tap Samples Dropped in the list in the side pane.
All samples associated with the call appear in the Samples Dropped list in the main pane.
Tap the sample that you want to update.
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.
Add a sample to the call as follows:
Tap Samples Dropped in the list in the side pane, and then tap Add in the main pane.
Enter the quantity of the sample to give to the call customer in the Quantity field, and then tap OK.
The following table describes the other fields.
Field Name
Description
Name
Displays the sample name.
Lot Number
Displays the lot number for the sample.
Expiry Date
Displays the date that the sample expires.
Quantity
Type the quantity of the sample to give to the call customer.
Modifying Product Details for a Call
Complete the following procedure to modify the product details for a call. Product details indicate the priority of each product associated with the call. You determine these priorities when you interact with the customer. After you add product details, a list of products in ascending order of priority appears when you tap Products Detailed for the call.
Before you submit a call for processing, you can modify the product details for the call. Only products with indications are available to associate with calls. An indication is the purpose or therapeutic area that a product drug addresses. The administrator associates product drugs with indications.
To modify the product details for a call
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 a call on the calendar in the main pane to open it and display the following:
The details for the selected call in the main pane.
A list in the side pane in which you can select the related items for the call.
Update an existing call product detail as follows:
Tap Products Detailed in the list in the side pane.
All detail products associated with the call appear in the Products Detailed list in the main pane.
Tap the product detail that you want to update.
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.
Add a new product detail to the call as follows:
Tap Products Detailed in the list in the side pane, and then tap Add in the main pane.
Choose a product from the list on the form that appears, enter a number to indicate the importance of the product in the Priority field, and then tap OK.
Specify product priority in sequential order. The following table describes the fields.
Field Name
Description
Name
Displays the product name.
Priority
Type a number to indicate the importance of each product.
Indication
Displays the purpose or therapeutic area that the product drug addresses. Values for an indication include the following: Allergy, Asthma, Arrhythmia, Heart Failure, Syncope, and Other.
Viewing the Validation Results for a Call
After you capture the electronic signature for a call or submit the call for processing, validation results are automatically generated for the call. Check these validation results to determine any errors in the call data. For example, the validation results might show a warning message indicating that you entered a quantity that exceeds the maximum quantity of samples that you can give to the customer for the call. You must resolve any errors in the validation results before proceeding with a call. If there are warning errors for a call, you can sign or submit the call for processing. But if there are any unresolved validation errors for a call, then you will be unable to sign or submit the call for processing.
To view the validation results for a call
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 a call on the calendar in the main pane to open it and display the following:
The details for the selected call in the main pane.
A list in the side pane in which you can select the related items for the call.
Tap Validation Results in the list in the side pane.
All validation results showing any errors in the call data appear in the Validation Results list in the main pane.
Adding Literature Information to a Call
Complete the following procedure to add literature information to a call. Literature information includes sales and marketing literature, such as product brochures, white papers, and data sheets. The following file types are supported: GIF, JPEG, JPG, MP4, PDF, PNG, HTML, and ZIP.
To add literature information to a call
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 a call on the calendar in the main pane to open it and display the following:
The details for the selected call in the main pane.
A list in the side pane in which you can select the related items for the call.
Add literature to the call as follows:
Tap Literature in the list in the side pane.
All literature associated with the call appears in the Literature list in the main pane.
Tap Add (the plus (+) icon) in the main pane, choose the literature item on the list that appears, and then tap OK.
Viewing Presentation Detail Information for a Call
Complete the following procedure to view the presentation detail information for a call. The following file types are supported: GIF, JPEG, JPG, MP4, PDF, PNG, HTML, and ZIP.
To view the presentation detail information for a call
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 a call on the calendar in the main pane to open it and display the following:
The details for the selected call in the main pane.
A list in the side pane in which you can select the related items for the call.
Tap Presentation Detail in the list in the side pane.
All presentation items (messaging plans, messaging plan items, and related items) associated with the call appear in the Presentation Details list in the main pane.
The following table describes the presentation detail information.
Field Name
Description
Message
The name of the presentation item (messaging plan, messaging plan item, or related messaging plan item) that was shown during the call.
Response
The response rating recorded for the presentation item (messaging plan, messaging plan item, or related messaging plan item).
Duration
The duration in seconds that the presentation item (messaging plan, messaging plan item, or related messaging plan item) was shown during the call.
Sequence
Tracks the message plan items that are detailed and submitted for the call.
Related Topics
Capturing Signatures for Calls
After you enter all of the necessary information for a call, including information about dropped samples, you capture the signature of the contact for the call. You capture this signature to verify the contact’s receipt of samples. After you obtain this signature, you cannot update the dropped samples associated with it.
To capture the electronic signature for a call
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 a call on the calendar in the main pane to open it and display the following:
The details for the selected call in the main pane.
A list in the side pane in which you can select the related items for the call.
Tap Sign in the main pane.
Information about the contact for the call and about the dropped samples for the call appears.
Capture the signature of the contact in the signature input box.
If you make a mistake when capturing the signature, do one of the following as required:
Tap Clear to clear the signature and start again.
Tap Cancel to exit the call signing process.
Save the record.
You can now submit the call for processing.
Submitting a Call for Processing
After you complete all of the information for the call, and after you capture the signature for the disbursed samples, you submit the call for processing. You can submit only calls that have a Status field of Planned or Signed. At least one disbursed sample must be associated with a call before you can submit it.
You submit a call for processing to close the call. After you submit a call, you can review but not update the call. The inventory of the sales representative is decreased by the disbursed samples and disbursed promotional items for the call.
To submit a call for processing
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 a call on the calendar in the main pane to open it and display the following:
The details for the selected call in the main pane.
A list in the side pane in which you can select the related items for the call.
Tap Submit to submit the call for processing.
The Status field for the call changes to Submitted. You cannot resubmit a call with a Status field value of Submitted. The call is now closed and locked.
Managing Accounts for Siebel Pharma
An account is a company or individual with whom your company conducts business. It represents the relationship between your company and that company or individual. You can use the Account Details screen as the primary navigation tool for your customer interactions.
The following procedures related to accounts and account management are included in this topic:
Displaying Account Details (Siebel Pharma)
You can display account details by using the Accounts list.
To display account details
Tap Side Menu and then tap Accounts to display the following:
The Accounts list and details for the selected account in the main pane.
A list in the side pane in which you can select the related items for accounts.
Tap an account in the Accounts list.
All details for the selected account appear after the list in the main pane.
To view the related items for the selected account, tap the following names in the list in the side pane:
Contacts. Shows the contact information for the account. For more information, see Modifying Contact Information for an Account.
Calls. Shows the call information for the account. For more information, see Modifying Call Information for an Account.
Addresses. Shows the address information for the account. For more information, see Modifying Address Information for an Account.
Contact Affiliations. Shows the contact affiliation information for the account. For more information, see Modifying Contact Affiliation Information for an Account.
Account Relationships. Shows the account relationship information for the account. For more information, see Modifying Account Relationship Information for an Account.
Attachments. Shows the attachments for the account. For more information, see Modifying Attachment Information for an Account.
To show a presentation for the selected account, tap the Detail button in the main pane. For more information, see Showing Presentations in Siebel Mobile.
Modifying Account Information
Complete the following procedure to modify account information.
To modify account information
Tap Side Menu and then tap Accounts to display the following:
The Accounts list and details for the selected account in the main pane.
A list in the side pane in which you can select the related items for accounts.
Update an existing account as follows:
Tap an account in the Accounts list.
All details for the selected account appear after the list in the main pane.
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.
Create a new account as follows:
Tap New (the plus (+) icon) in the main pane.
Enter the information for the new account in the fields that appear, and then save the record.
Modifying Contact Information for an Account
Complete the following procedure to modify the contact information for an account.
To modify the contact information for an account
Tap Side Menu and then tap Accounts to display the following:
The Accounts list and details for the selected account in the main pane.
A list in the side pane in which you can select the related items for accounts.
Tap an account in the Accounts list.
All details for the selected account appear after the list in the main pane.
Update an existing account contact as follows:
Tap Contacts in the list in the side pane.
All contacts associated with the account appear in the Contacts list in the main pane.
Tap the contact that you want to update.
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.
Add an existing contact to the account as follows:
Tap Contacts in the list in the side pane, and then tap Add (the plus (+) icon) in the main pane.
Choose the contact on the list that appears, and then tap OK.
Create a new account contact as follows:
Tap Contacts in the list in the side pane, tap Add (the plus (+) icon) in the main pane, and then tap New (the plus (+) icon) on the list that appears.
Enter the information for the new contact in the fields that appear, and then save the record.
Modifying Call Information for an Account
Complete the following procedure to modify the call information for an account. You can update only calls that are not yet submitted for processing.
To modify the call information for an account
Tap Side Menu and then tap Accounts to display the following:
The Accounts list and details for the selected account in the main pane.
A list in the side pane in which you can select the related items for accounts.
Tap an account in the Accounts list.
All details for the selected account appear after the list in the main pane.
Update an existing account call as follows:
Tap Calls in the list in the side pane.
All calls associated with the account appear in the Calls list in the main pane.
Tap the call that you want to update.
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.
Create a new account call as follows:
Tap Calls in the list in the side pane, and then tap New (the plus (+) icon) in the main pane.
Enter the information for the new call in the fields that appear, and then save the record.
The following table describes the fields.
Field Name
Description
Account
Displays the account associated with the call.
Address
Displays the primary address for the account. To select a different address, tap the Address field, and select the address from the list that appears.
Type
Select the type of call.
Start Date
Select the start date and time of the call.
Call Duration
Select the number of minutes for the call duration.
Comment
Type any necessary comment about the call.
Modifying Address Information for an Account
Complete the following procedure to modify the address information for an account.
To modify the address information for an account
Tap Side Menu and then tap Accounts to display the following:
The Accounts list and details for the selected account in the main pane.
A list in the side pane in which you can select the related items for accounts.
Tap an account in the Accounts list.
All details for the selected account appear after the list in the main pane.
Update an existing account address as follows:
Tap Addresses in the list in the side pane.
All addresses associated with the account appear in the Addresses list in the main pane.
Tap the address that you want to update.
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.
Add an existing address to the account as follows:
Tap Addresses in the list in the side pane, and then tap Add (the plus (+) icon) in the main pane.
Choose the address on the list that appears, and then tap OK.
Note: In the case of child views where records are being associated, you can associate only a downloaded address with a selected account in offline mode.Create a new account address as follows:
Tap Addresses in the list in the side pane, tap Add (the plus (+) icon) in the main pane, and then tap New (the plus (+) icon) on the list that appears.
Enter the information for the new address in the fields that appear, and then save the record.
Note: Creating new records on this screen is supported only in online mode.
Modifying Contact Affiliation Information for an Account
Complete the following procedure to modify the contact affiliation information for an account. You can also affiliate accounts with a contact. For more information, see Modifying Account Affiliation Information for a Contact.
To modify the contact affiliation information for an account
Tap Side Menu and then tap Accounts to display the following:
The Accounts list and details for the selected account in the main pane.
A list in the side pane in which you can select the related items for accounts.
Tap an account in the Accounts list.
All details for the selected account appear after the list in the main pane.
Update an existing contact affiliation as follows:
Tap Affiliations in the list in the side pane.
All affiliations associated with the account appear in the Affiliations list in the main pane.
Tap the affiliation that you want to update.
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.
Create a new contact affiliation as follows:
Tap Affiliations in the list in the side pane, and then tap New (the plus (+) icon).
Enter the information for the new affiliation in the fields that appear, and then save the record.
The following table describes the fields. Note that when you create a new or delete an existing contact affiliation, that contact appears on or is removed from the list of contacts associated with the account.
Field Name
Description
Last Name
Select the contact.
First Name
Displays the first name of the contact that you select.
Start Date
Select the start date that the contact is affiliated with the account.
Primary Specialty
Type the primary speciality for the contact.
Email
Displays the email address of the contact that you select.
Direct
Select this check box to route the profile data for the contact to all members of the account team. Clear this check box to route the profile data for the contact only to members of the account team who are assigned to the contact.
Modifying Account Relationship Information for an Account
Complete the following procedures to modify the account relationship information for an account. This information denotes the relationship between the account and another account.
To modify the account relationship information for an account
Tap Side Menu and then tap Accounts to display the following:
The Accounts list and details for the selected account in the main pane.
A list in the side pane in which you can select the related items for accounts.
Tap an account in the Accounts list.
All details for the selected account appear after the list in the main pane.
Update an existing account relationship as follows:
Tap Relationships in the list in the side pane.
All relationships associated with the account appear in the Relationships list in the main pane.
Tap the relationship that you want to update.
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.
Create a new account relationship as follows:
Tap Relationships in the list in the side pane, and then tap New (the plus (+) icon) in the main pane.
Enter the information for the new relationship in the fields that appear, and save the record.
The following table describes the fields.
Field Name
Description
This Account
Displays this account.
Other Account
Select an account to associate with this account.
Relationship
Select the relationship that the other account has with this account.
Site
Displays the site for the other account that you select.
Modifying Attachment Information for an Account
The attachment feature in the Siebel Mobile application for Siebel Pharma allows you to associate an attachment with individual account records. The following procedure shows you how to modify the attachment information for an account, including how to attach files (such as, Microsoft Outlook email messages, Microsoft Word documents, image files, and videos) and URL addresses to account records using the New File and New URL links respectively. Note the following:
With iOS devices (such as iPad), you can only attach files from the gallery or by using the camera on the mobile device to take a photo or record a video.
With non-iOS devices (such as Samsung Galaxy tablets), you can choose to attach files using applications such as Bluetooth file transfer or the file browser, provided that Siebel Mobile has been integrated with the file system on the mobile device. If the mobile application is not integrated with the file system on your mobile device, then you will not be able to upload and download attachment files.
To modify the attachment information (file or URL) for an account
Tap Side Menu and then tap Accounts to display the following:
The Accounts list and details for the selected account in the main pane.
A list in the side pane in which you can select the related items for accounts.
Tap an account in the Accounts list.
All details for the selected account appear after the list in the main pane.
Update an existing attachment (file or URL) as follows:
Tap Attachment in the list in the side pane.
All attachments associated with the account appear in the Attachments list in the main pane.
Tap the attachment that you want to update.
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.
If using an iOS device (such as iPad), then attach files and open attachment files as follows:
To attach an existing file from the gallery:
Tap Attachment in the list in the side pane, and then tap the New File button.
Tap Choose Existing, select an existing file to attach to the record, and then tap OK.
To attach a new photo or video:
Tap Attachment in the list in the side pane, and then tap the New File button.
Tap Take Photo or Video, take an instant photo or record an instant video and then tap OK to attach the photo or video to the record.
To open an attachment file in a new window, tap the attachment name link.
If using a non-iOS device (such as Samsung Galaxy tablet), then attach files and open attachment files as follows:
To upload a new attachment file to Siebel Server from a mobile device:
Tap Attachment in the list in the side pane, and then tap the New File button.
Browse to and select the file that you want to upload, and then tap OK.
To download an attachment file from Siebel Server to a mobile device:
Tap Attachment in the list in the side pane, and then tap the down arrow next to the attachment name in the main pane.
Tap Download. The attachment is saved to the Downloads folder on the mobile device.
To open an attachment file, tap the down arrow next to the attachment name and then tap Open.
The attachment opens in a new window.
Attach a new URL address as follows:
Tap Attachment in the list in the side pane, and then tap the New URL button.
Type the URL address in the URL field, and then tap Add.
To navigate to an existing URL address, tap the URL attachment name link.
Managing Contacts for Siebel Pharma
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 (Siebel Pharma)
You can display contact details by using the Contacts list.
To display contact details
Tap Side Menu and then tap Contacts to display the following:
The Contacts list and details for the selected contact in the main pane.
A list in the side pane in which you can select the related items for contacts.
Tap a contact in the Contacts list.
All details for the selected contact appear after the list in the main pane.
To view the related items for the selected contact, tap the following names in the list in the side pane:
Calls. Shows the calls for the contact. For more information, see Modifying Call Information for a Contact.
Addresses. Shows the address information for the contact. For more information, see Modifying Address Information for a Contact.
Best Times. Shows the best-time-to-call information for the contact. For more information, see Modifying Best Time Information for a Contact.
State Licenses. Shows the state license information for the contact. For more information, see Modifying State License Information for a Contact.
Account Affiliations. Shows the account affiliation information for the contact. For more information, see Modifying Account Affiliation Information for a Contact.
Contact Relationships. Shows the contact relationship information for the contact. For more information, see Modifying Contact Relationship Information for a Contact.
Attachments. Shows the attachments for the account. For more information, see Modifying Attachment Information for a Contact.
To show a presentation for the selected contact, tap the Detail button in the main pane. For more information, see Showing Presentations in Siebel Mobile.
Modifying Contact Information
Complete the following procedure to modify contact information.
To modify contact information
Tap Side Menu and then tap Contacts to display the following:
The Contacts list and details for the selected contact in the main pane.
A list in the side pane in which you can select the related items for contacts.
Update an existing contact as follows:
Tap a contact in the Contacts list.
All details for the selected contact appear after the list in the main pane.
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.
Create a new contact as follows:
Tap New (the plus (+) icon) in the main pane.
Enter the information for the new contact in the fields that appear, and then save the record.
Modifying Call Information for a Contact
Complete the following procedure to modify the call information for a contact. You can update only calls that are not yet submitted for processing.
To modify the call information for a contact
Tap Side Menu and then tap Contacts to display the following:
The Contacts list and details for the selected contact in the main pane.
A list in the side pane in which you can select the related items for contacts.
Tap a contact in the Contacts list.
All details for the selected contact appear after the list in the main pane.
Update an existing contact call as follows:
Tap Calls in the list in the side pane.
All calls associated with the contact appear in the Calls list in the main pane.
Tap the call that you want to update.
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.
Create a new contact call as follows:
Tap Calls in the list in the side pane, and then tap New (the plus (+) icon) in the main pane.
Enter the information for the new call in the fields that appear, and then save the record.
The following table describes the fields.
Field Name
Description
Name
Displays the contact associated with the call.
Address
Displays the primary address for the contact. To select a different address, tap the Address field, and select the address from the list that appears.
Type
Select the type of call.
Start Date
Select the start date and time of the call.
Call Duration
Select the number of minutes for the call duration.
Comment
Type any necessary comment about the call.
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
Tap Side Menu and then tap Contacts to display the following:
The Contacts list and details for the selected call in the main pane.
A list in the side pane in which you can select the related items for contacts.
Tap a contact in the Contacts list.
All details for the selected contact appear after the list in the main pane.
Update an existing contact address as follows:
Tap Addresses in the list in the side pane.
All addresses associated with the contact appear in the Addresses list in the main pane.
Tap the address that you want to update.
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.
Add an existing address to the contact as follows:
Tap Addresses in the list in the side pane, and then tap Add (the plus (+) icon) in the main pane.
Choose the address on the list that appears, and then tap OK.
Note: In the case of child views where records are being associated, you can associate only a downloaded address with a selected contact in offline mode.Create a new contact address as follows:
Tap Addresses in the list in the side pane, tap Add (the plus (+) icon) in the main pane, and then tap New (the plus (+) icon) on the list that appears.
Enter the information for the new address in the fields that appear, and then save the record.
Note: Creating new records on this screen is supported only in online mode.
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.
To modify the best time information for a contact
Tap Side Menu and then tap Contacts to display the following:
The Contacts list and details for the selected contact in the main pane.
A list in the side pane in which you can select the related items for contacts.
Tap a contact in the Contacts list.
All details for the selected contact appear after the list in the main pane.
Update an existing contact best-time as follows:
Tap Best Times in the list in the side pane.
All best times associated with the contact appear in the Best Times list in the main pane.
Tap the best time that you want to update.
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.
Create a new contact best-time as follows:
Tap Best Times in the list in the side pane, and then tap New (the plus (+) icon) in the main pane.
Enter the information for the new best time in the fields that appear, and then save the record.
Modifying State License Information for a Contact
Complete the following procedure to modify the state license information for a contact. This information typically applies to a contact who is a physician or another health-care provider.
To modify the state license information for a contact
Tap Side Menu and then tap Contacts to display the following:
The Contacts list and details for the selected contact in the main pane.
A list in the side pane in which you can select the related items for contacts.
Tap a contact in the Contacts list.
All details for the selected contact appear after the list in the main pane.
Update an existing contact state license as follows:
Tap State Licenses in the list in the side pane.
All state licenses associated with the contact appear in the Licenses list in the main pane.
Tap the state license that you want to update.
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.
Create a new contact state license as follows:
Tap State Licences in the list in the side pane, and then tap New (the plus (+) icon) in the main pane.
Enter the information for the new state license in the fields that appear, and then save the record.
The following table describes the fields.
Field Name
Description
State
Select the state or jurisdiction in the United States associated with the license number. If the jurisdiction is not in the United States, then this field is not required.
License Number
Type the license number.
Status
Select the status of the license, which can be Active or Inactive.
Expiry Date
Select the date when the license expires.
Modifying Account Affiliation Information for a Contact
Complete the following procedure to modify the account affiliation information for a contact. You can set up such an affiliation for call-reporting purposes. You can also affiliate contacts with an account. For more information, see Modifying Contact Affiliation Information for an Account.
To modify the account affiliation information for a contact
Tap Side Menu and then tap Contacts to display the following:
The Contacts list and details for the selected contact in the main pane.
A list in the side pane in which you can select the related items for contacts.
Tap a contact in the Contacts list.
All details for the selected contact appear after the list in the main pane.
Update an existing account affiliation as follows:
Tap Affiliations in the list in the side pane.
All affiliations associated with the contact appear in the Affiliations list in the main pane.
Tap the affiliation that you want to update.
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.
Create a new account affiliation as follows:
Tap Affiliations in the list in the side pane, and then tap New (the plus (+) icon) in the main pane.
Enter the information for the new affiliation in the fields that appear, and then save the record.
The following table describes the fields.
Field Name
Description
Account
Select the account.
Account Type
Displays
Site
Displays the site for the account that you select.
Start Date
Select the start date that the account is affiliated with the contact.
End Date
Select the end date that the account is affiliated with the contact.
Comments
Type any necessary comments for the affiliated account.
Modifying Contact Relationship Information for a Contact
Complete the following procedure to modify the contact relationship information for a contact. This information denotes the relationship or role that exists between the contact and another contact.
To modify the contact relationship information for a contact
Tap Side Menu and then tap Contacts to display the following:
The Contacts list and details for the selected contact in the main pane.
A list in the side pane in which you can select the related items for contacts.
Tap a contact in the Contacts list.
All details for the selected contact appear after the list in the main pane.
Update an existing contact relationship as follows:
Tap Relationships in the list in the side pane.
All relationships associated with the contact appear in the Relationships list in the main pane.
Tap the relationship that you want to update.
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.
Add a contact relationship as follows:
Tap Relationships in the list in the side pane, and then tap New (the plus (+) icon) in the main pane.
Choose the contact on the list that appears, and then tap OK.
Tap the Relationship Type field, update the field value, and then save the record when finished.
Modifying Attachment Information for a Contact
The attachment feature in the Siebel Mobile application for Siebel Pharma allows you to associate an attachment with individual contact records. The following procedure shows you how to modify the attachment information for a contact, including how to attach files (such as, Microsoft Outlook email messages, Microsoft Word documents, image files, and videos) and URL addresses to contact records using the New File and New URL links respectively. Note the following:
With iOS devices (such as iPad), you can only attach files from the gallery or by using the camera on the mobile device to take a photo or record a video.
With non-iOS devices (such as Samsung Galaxy tablets), you can choose to attach files using applications such as Bluetooth file transfer or the file browser, provided that Siebel Mobile has been integrated with the file system on the mobile device. If the mobile application is not integrated with the file system on your mobile device, then you will not be able to upload and download attachment files.
To modify the attachment information (file or URL) for a contact
Tap Side Menu and then tap Contacts to display the following:
The Contacts list and details for the selected contact in the main pane.
A list in the side pane in which you can select the related items for contacts.
Tap a contact in the Contacts list.
All details for the selected contact appear after the list in the main pane.
Update an existing attachment (file or URL) as follows:
Tap Attachment in the list in the side pane.
All attachments associated with the contact appear in the Attachments list in the main pane.
Tap the attachment that you want to update in the main pane.
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.
If using an iOS device (iPad), then attach files and open attachment files as follows:
To attach an existing file from the gallery:
Tap Attachment in the list in the side pane, and then tap New File in the main pane.
- Tap Choose Existing, select an existing file to attach to the record, and then tap OK.
To attach a new photo or video:
Tap Attachment in the list in the side pane, and then tap New File in the main pane.
Tap Take Photo or Video, take an instant photo or record an instant video and then tap OK to attach the photo or video to the record.
To open an attachment file, tap the attachment name link.
The attachment opens in a new window.
If using a non-iOS device (Samsung Galaxy tablet), then attach files and open attachment files as follows:
To upload a new attachment file to Siebel Server from a mobile device:
Tap Attachment in the list in the side pane, and then tap New File in the main pane.
Browse to and select the file that you want to upload, and then tap OK.
To download an attachment file from Siebel Server to a mobile device:
Tap Attachment in the list in the side pane, and then tap the down arrow next to the attachment name.
Tap Download. The attachment is saved to the Downloads folder on the mobile device.
To open an attachment file, tap the down arrow next to the attachment name and then tap Open.
The attachment opens in a new window.
Attach a new URL address as follows:
Tap Attachment in the list in the side pane, and then tap New URL in the main pane.
Type the URL address in the URL field, and then tap Add.
To navigate to an existing URL address, tap the URL attachment name link.
Managing Messaging Plans
A messaging plan is a presentation that consists of a specific sequence of content. A messaging plan can be made up of a number of presentation or messaging plan items (slides), which in turn can have a number of related messages (also slides).
The following procedures are related to messaging plans and presentation management:
Displaying Messaging Plan Details
You can display messaging plan (presentation) details by using the Messaging Plans list.
To display messaging details
Tap Side Menu on the application banner, and then tap Messaging Plans.
The Messaging Plan list appears in the main pane.
Tap a messaging plan in the Messaging Plan list.
All details for the selected messaging plan appear after the list in the main pane.
Tap the Detail button in the main pane.
The messaging plan preview page that opens contains the following information:
A list of all accessible messaging plans (presentations), which are released and unexpired, appears at the start of the page.
The messaging plan items (presentation items or slides), which are associated with the selected messaging plan, appear next in thumbnail format.
Tap the Related label for a messaging plan item to show the related messages for that item (if there are any).
For more information about the Launch, Generate (for connected applications only) and Related buttons on the messaging plan preview page, see Showing Presentations in Siebel Mobile.
Tap Exit to return to the Messaging Plan list page.
Drill down on the messaging plan link name in the Name field.
All presentation items followed by the related messages associated with the selected messaging plan appear in main pane after the messaging plan details.
Using the PCD Viewer in Siebel Mobile
The Personalized Content Delivery Viewer is available in Siebel Pharma and by default for Calls, Accounts, Contacts, and Messaging Plans in the Siebel Mobile application for Siebel Pharma. In the Siebel Mobile application for Siebel Pharma, you must start the viewer by selecting the Detail button. However, you can use the PCD Viewer on any other applet in the mobile application provided that you configure the Detail button for the applet. For more information about configuring the Detail button for applets in general in Siebel Mobile, see the topic about configuring interactive detailing in Configuring Siebel Open UI.
You use the PCD Viewer in Siebel Mobile and Siebel CRM to deliver personalized content to customers, to present information about products to customers, and to obtain feedback from customers about product presentations and personalized content delivered.
Before using the PCD Viewer in Siebel Mobile, do the following:
Plan for presentation delivery by reviewing the available messaging plans and any existing call presentation information. For more information, see Managing Messaging Plans and Viewing Presentation Detail Information for a Call.
Create appropriate literature records in Siebel CRM.
Associate literature with messaging plans in Siebel CRM.
Define access to, release, and revise messaging plans in Siebel CRM.
Configure the server location where you want to store messaging plan contents (presentation items, related messages, and HTML ZIP files). For more information, see Setting the Server Uncompression Location.
This task applies only if using Siebel Mobile in online mode.
To deliver a presentation in Siebel Mobile using the PCD Viewer, see the following topics:
For more information about using personalized content delivery in Siebel CRM, see Siebel Life Sciences Guide.
Showing Presentations in Siebel Mobile
You use the Detail button in the Siebel Mobile application for Siebel Pharma to present interactive, promotional content to customers. The Detail button is available for Calls, Accounts, Contacts, and Messaging Plans. The following procedure shows you how to deliver personalized content and presentations to customers.
To show presentations in Siebel Mobile
Navigate to one of the following views:
Call Details view. Tap Side Menu, tap Calls, and then drill down on a call in the calendar in the main pane. For more information, see Displaying Call Details (Siebel Pharma).
Account Details view. Tap Side Menu, tap Accounts, and then select an account in the Accounts list in the main pane. For more information, see Displaying Account Details (Siebel Pharma).
Contact Details view. Tap Side Menu, tap Contacts, and then select a contact in the Contacts list in the main pane. For more information, see Displaying Contact Details (Siebel Pharma).
Messaging Plans view. Tap Side Menu, tap Messaging Plans, and then select a messaging plan in the Messaging Plans list in the main pane. For more information, see Displaying Messaging Plan Details.
Tap the Detail button in the main pane.
The messaging plan preview page that opens contains the following information:
A list of all accessible messaging plans (presentations), which are released and unexpired, appears at the start of the page.
The messaging plan items (presentation items or slides), which are associated with the selected messaging plan, appear next in thumbnail format.
Tap the Related label for a messaging plan item to show the related messages for that item (if there are any).
The following applies to Siebel Mobile connected (online mode) only:
If you can see the list of accessible messaging plans but only blank thumbnails, then tap Generate to uncompress the messaging plan. After the messaging plan has been successfully uncompressed, you can view and access all messaging plan items (in thumbnail format) and related messages.
For the Generate link to work properly and uncompress the messaging plan to a suitable server location, the Server Uncompression Location system preference must be set first. For more information, see Setting the Server Uncompression Location.
Tap the messaging plan that you want to show, and then tap Launch to start the presentation.
The messaging plan opens in the PCD Viewer.
If Enable Direct Launch is set for messaging plans in Siebel CRM, then you can also tap any messaging plan item followed by Launch to start the presentation. In this case, the messaging plan item opens in full-screen mode in the PCD Viewer. To see any preceding items in the presentation, navigate back to them as needed.
Navigate the presentation as follows:
Use the Next and Previous arrows to scroll through the presentation.
Tap anywhere at the end of the screen to activate a footer navigation bar showing the messaging plan items in thumbnail image format. Then do the following as required:
Tap any thumbnail image to open and show the selected messaging plan item in full-screen mode.
Use the Next and Previous arrows to scroll through the thumbnail images.
Tap anywhere at the start of the screen to activate the header navigation bar. The following options are available on the header navigation bar:
Done. Tap when finished showing the presentation to go to the Feedback page. For more information, see Recording Responses to Presentations in Siebel Mobile.
Exit. Tap to cancel the presentation session and exit the PCD Viewer.
Full. Tap to show the presentation in full screen mode.
Contacts. Tap to show the contacts that are attending the presentation, tap Add to add more contacts if additional contacts join the presentation, and then tap Player to return to and continue with the presentation session in the PCD Viewer.
A contact call is created after you suspend response logging or submit the responses logged for any contact that joins the presentation during the presentation session. At least one contact is necessary to submit the presentation feedback. For more information, see Recording Responses to Presentations in Siebel Mobile.
Related. Tap to go to and preview a slide’s related messaging plan items. Tap Player in the header navigation bar to return to the main slide.
Recording Responses to Presentations in Siebel Mobile
You use the Detail button in the Siebel Mobile application for Siebel Pharma to present interactive, promotional content or presentations to customers and then to capture the customer responses to that presentation content. When you have finished showing a presentation by tapping Done in the header navigation bar, the Feedback page opens showing a summary of the presented material in thumbnail format and the time (in seconds) spent on each slide. On the Feedback page, you can capture the customer responses to the presentation content using the star rating control.
To record responses to presentations during a call
Tap Done when you have finished showing the presentation.
The Feedback page opens showing the list of contacts who attended the presentation session. For each selected contact, a summary of the content that was presented including the time (in seconds) spent on each presentation item appears after the Contact list in thumbnail format. For more information about showing presentations, see Showing Presentations in Siebel Mobile.
Capture the customer rating for each presentation item as follows:
Tap the appropriate number of stars after each presentation item as required.
The significance of each star rating is as follows:
One star indicates Rejected.
Two stars indicates Not Interested.
Three stars indicates Need Data.
Four stars indicates Continue Discussion.
Five stars indicates Accepted.
No stars indicates No Feedback.
The last option (no stars indicating no feedback) is allowed only if the Disable Response check box is selected (False) for the messaging plan in Siebel CRM, making the logging of customer feedback to presentations optional.
If the Disable Response check box is not selected (True) for the messaging plan in Siebel CRM, then response ratings must be logged for all presentation items before you will be allowed to submit the presentation feedback. For more information about creating messaging plans in Siebel CRM, see Siebel Life Sciences Guide.
If the following message appears, then you cannot proceed until you provide a rating for each presentation item:
Rating is a must.The feedback rating that is captured for each presentation item applies for all account and contact call attendees. If required, capture the individual ratings for each attendee on a contact call as shown in the following step.
For contact calls, capture the individual ratings for each attendee on the call as follows:
Tap a contact in the Contact list.
For each presentation item, tap or swipe the flip switch to either Yes or No.
Yes indicates that you want to record an individual rating for the contact on the presentation item. No indicates that you do not want to record an individual rating for the contact on the presentation item because the contact joined the presentation session after the presentation started and was not present when the presentation item was shown.
Tap the appropriate number of stars after each presentation item where the flip switch is set to Yes. The significance of each star is shown in the previous substep.
For account calls, you cannot capture the individual ratings for attendees.
If required tap Suspend to save all response ratings logged so far and exit the PCD Viewer.
A contact call is created after you suspend the response logging for any contact that joined the presentation during the presentation session. At a later time, you can return to the respective contact call that was created when you selected Suspend to finish providing feedback or modify the existing feedback as required.
Tap Submit when you have recorded all feedback.
The response ratings are logged under the Presentation Details related item for the call. For more information, see Viewing Presentation Detail Information for a Call.
A record for the product associated with the messaging plan is also created under Products Detailed for the call. For more information, see Modifying Product Details for a Call.
After you submit the presentation feedback, all feedback-related account and contact call records are editable until the respective call is submitted. For attendee calls, however, all feedback-related records are locked after you submit the presentation feedback. At least one contact is necessary to submit the presentation feedback.
Setting the Server Uncompression Location
The following procedure shows you how to set the Server Uncompression Location system preference in Siebel CRM. You must set this system preference so that when you select Generate in Siebel Mobile in online mode, the messaging plan contents will be uncompressed to the location specified by the Server Uncompression Location system preference.
To set the server uncompression location
Log in to the Siebel business application
Navigate to the Administration - Application screen, then the System Preference view.
Query for the Server Uncompression Location system preference.
Enter the server location path where you want uncompression to happen as shown in the following table.
The path for decompressed files is filesystem/assets.
<Siebel_Installation_Path>\swsm\applicationcontainer\webapps\siebel\filesystem and manually replace them after redeploying the siebel.war file.
Task Flows for Siebel Pharma
The Siebel Pharma task flows that sales representatives typically carry out are divided into the following areas:
Planning and Preparing for Customer Calls
Sales representatives typically perform the following tasks when planning and preparing for customer calls:
Check the appointments and review the route for the day. For more information, see Viewing Call Planning Information and Displaying Location Details in Siebel Mobile.
Review the notifications list. For more information, see Reviewing Notification Messages in Siebel Mobile.
Prepare for contact calls and perform precall planning tasks (such as, reviewing the associated contact relationships and the best call times for the contact) as follows:
-
Review, modify, and create new contacts as required. For more information, see the following:
Review, modify, and create new contact calls as required. For more information, see Modifying Call Information for a Contact.
Review and modify as required the contact’s associated addresses, best call times, state license, affiliated accounts, contact relationships, and attachments. For more information, see the following:
-
Prepare for account calls and perform precall planning tasks (such as, reviewing the associated account relationships) as follows:
-
Review, modify, and create new accounts as required. For more information, see the following:
Review, modify, and create new account calls as required. For more information, see Modifying Call Information for an Account.
Review and modify as required the account’s associated contacts, addresses, affiliated contacts, account relationships, and attachments. For more information, see the following:
-
Conducting Customer Calls
Sales representatives typically perform the following tasks when conducting customer calls:
Review, modify, and create new calls as required. For more information, see the following:
Review and modify as required the call’s associated attendees, promotional items, samples, product details, literature, and presentation detail information. For more information, see the following:
Deliver personalized content and presentations to customers and capture feedback as required. For more information, see Using the PCD Viewer in Siebel Mobile.
Record signatures for calls. For more information, see Capturing Signatures for Calls.
Submit calls for processing. For more information, see Submitting a Call for Processing.
Review the validation results for a call as required to determine any errors in the call data. For more information, see Managing Accounts for Siebel Pharma.
Unsupported Siebel Pharma Features in Offline Mode
The features listed in this topic are not supported in offline mode in the Siebel Mobile disconnected application for Siebel Pharma. You must be connected to the Internet and, in some cases, to the Siebel Server to do the following in your Siebel Mobile disconnected application for Siebel Pharma:
Use the search filter for the affiliated contacts (when adding Attendees)
For more information, see Modifying Attendee Information for a Call.
Directly create new address records for accounts or contacts
In the case of child views where records are being associated, you can associate only a downloaded address with a selected account or contact in offline mode. For more information, see Modifying Address Information for an Account and Modifying Address Information for a Contact
For more information about the general features that are not supported in offline mode, see Unsupported Siebel Mobile Features in Offline Mode.