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

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.

2. 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.

3. Update an existing call product detail as follows:

   1. 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.

   2. Tap the product detail that you want to update.

   3. 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 a new product detail to the call as follows:

   1. Tap Products Detailed in the list in the side pane, and then tap Add in the main pane.

   2. 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.