Viewing Pre-Call Information
The Pre-Call view is a single view that provides end users with a thumbnail view of important information about a contact. Users can access this view prior to making a call to get a summary of key information about the customer they are about to visit.
This task is a step in Process of Managing Contacts.
To view pre-call information
Navigate to the Contacts screen, then the Contacts List.
In the Contacts list, select a contact and drill down on the Last Name.
Click the PreCall tab.
The following table describes the list applets in the PreCall view.
List Comments Link Bar Rx Trends
Syndicated data about prescription trends.
Data can be viewed as a chart or as a list.
Rx Trend
Rx Trends By Plan
Syndicated data about prescription trends. Rx Trend by Plan shows prescriptions by managed care plans.
Data can be viewed as a chart or as a list.
Rx Trend By Plan
Rx Trends By Formulary
Syndicated data about prescription trends. Rx Trend by Formulary shows prescription trends and formulary status information at affiliated accounts.
Data can be viewed as a chart or as a list.
Rx Trend and Formulary
Account Affiliations
Lists all accounts affiliated with this contact.
This list can also be populated from the Account Affiliation view. For more information, see Indicating Affiliations Between a Contact and an Account.
Rx Trend
Rx Trend By Plan
Rx Trend and Formulary
Best Times
Lists the best times to visit the contact.
This list can also be populated in the Addresses view. For more information, see Specifying the Best Time to Call.
Rx Trend
Rx Trend By Plan
Rx Trend and Formulary
Calls
Features an historical list of all calls made on the contact.
Rx Trend
Rx Trend By Plan
Rx Trend and Formulary
Formulary status
Provides formulary status information for products in affiliated accounts.
Rx Trend
Rx Trend By Plan
Rx Trend and Formulary
Notes
Contains end-user notes regarding the selected contact.
Rx Trend
Rx Trend By Plan
Rx Trend and Formulary
Campaigns
Lists all the current campaigns targeted for the contact.
Marketing Communications are not editable in this view. This list is populated from the Campaigns screen, and requires the Siebel Pharma Campaigns option. For more information, see about Creating Campaigns in the Siebel Marketing User Guide.
Marketing Communications
Messages
Lists all the offers associated with the campaign selected in Campaigns, as shown in this table.
Marketing Communications
To add information:
Select the Calls, Best Times, Notes, or Account Affiliations lists.
Create a new record and complete the necessary fields.