Creating a Contact Call from the Activities Screen

This task describes how to create a contact call from the Activities screen.

To create a contact call from the Activities screen

1. Navigate to the Activities screen, then the Activities List view.

2. In the Activities list, click New Contact Call.

3. In the Contact Call form, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Last Name	The contact to be visited during this call.
   Ref #	A reference number for this call. This reference number becomes the transaction number (Transaction # field) for a samples transaction corresponding to this call. For information on samples transactions, see Managing Pharma Samples.
   Smart Call	The Smart Call template to be associated with this call. Make a selection from the Pick Smart Call dialog box. A Smart Call is a template that you apply to contact calls that defines information about the products detailed, samples and promotional items distributed, and issues discussed on a call. Once you apply a Smart Call template to a call, you can make additional edits any fields in the Contact Call Detail view. For more information on Smart Calls, see Creating Smart Calls.
   Status	The status of this call. The default value is Planned. This value changes to Synchronized after synchronization. Be aware, you cannot select the value Submitted. To change the status of the call to Submitted, you must submit the call. For more information, see Recording and Submitting Contact Calls.

   For more information on how to enter information in Call Products Detailed, Sample Products Dropped, Promotional Items Dropped, and Issues lists, see Recording and Submitting Contact Calls.

   Note: If you applied a Smart Call to the call (as described in Step 3 in the topic Creating a Contact Call from the Activities Screen), you only need to verify that all the information in the four lists is accurate.