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Table Of Contents

1. INTRODUCTION
1.1. What is AdvantEDGE?
1.2. Architectural Overview
1.3. Validated System
1.4. Benefits
1.5. Screen Layout
1.6. Accessing AdvantEDGE
1.6.1. Logging In
1.6.2. Logging Out
1.7. Terminology
1.8. Support
1.9. Using This Manual
2. PROFESSIONALS
2.1. Professionals List
2.2. Pre-Call Analysis
2.3. Recording a Call
2.3.1. Smart Call
2.3.2. List Button (Samples Dropped)
2.3.3. Planned Button (Samples Dropped) – FUTURE
2.4. Activities
2.5. Account Affiliations
2.6. Professional Affiliations
2.7. Adding a New Professional
2.8. Adding/Removing an Address
2.9. Setting a Primary Address
2.10. Change Requests - Professionals
2.11. Querying Rx Data - Professionals
3. QUERYING
3.1. Creating a Query
3.2. Saving a Query
3.3. Deleting a Query
3.4. Refining a Query
3.5. Useful Querying Operations
4. MENU FUNCTIONS
4.1. Undo Record
4.2. Record Count
4.3. Columns Displayed
4.4. Advanced Sort
4.5. Export
4.6. Column Functions
4.6.1. Freeze Columns
4.6.2. Move Columns
4.6.3. Resize Columns
4.6.4. Sort Columns
5. ACCOUNTS
5.1. Accounts List
5.2. Pre-Call Analysis
5.3. Recording a Group Call
5.4. Recording a Pharmacy Call
5.5. Activities
5.6. Professional Affiliations
5.7. Account Affiliations
5.8. Adding a New Account
5.9. Change Requests - Accounts
6. CALENDAR
6.1. Monthly Calendar
6.2. Access List
7. ACTIVITIES
7.1. Querying Activities
7.2. Drill-Down on Activities
7.3. Deleting a Planned Call
7.4. Setting Call Topics
7.5. Setting Marketing Messages
8. TIME ALLOCATION
8.1. Recording Time Allocation
8.2. Copying Time Allocation Records
8.3. Un-Submitting Time Allocation Records
9. EXPENSE REPORTS
9.1. STEP #1: Enter the Expense Report into AdvantEDGE
9.1.1. To Enter an Internal Order Number
9.1.2. To Enter Foreign/US Expenses
9.2. STEP #2: Submit the Expense Report
9.3. STEP #3: Prepare the Expense Report Package
9.4. Other Cost Centre Expense Report
9.5. Expense Report Rules
10. CALL PLAN
10.1. Viewing your Call Plan
10.2. Recording a Call from the Call Plan Screen
10.3. Viewing Call Activity from the Call Plan Screen
10.4. Viewing Submitted Call Plan Calls
10.5. Recalculating Call Plan Calls
11. GROUPS AND EVENTS
11.1. Linking a Professional/Account to a Group and Event
12. SAMPLES MANAGEMENT
12.1. Receiving Samples & Processing Returns
12.1.1. Receiving a Sample Shipment
12.1.2. Processing Sample Returns
12.2. Sample Transfers
12.2.1. Transfer Out
12.2.2. Transfer In
12.3. Sample Adjustments
12.3.1. Sent Samples Adjustment
12.3.2. Received Samples Adjustment
12.3.3. Sample Disbursement Adjustment
12.3.4. Inventory Count Adjustment
12.3.5. Other Adjustments
12.4. Inventory Count & Reconciliation
12.4.1. Inventory Count
12.4.2. Reconciliation
12.4.3. Rep Reconciliation Summary Report (Currently N/A)
12.4.4. Reconciliation Status
12.5. Sample History
12.5.1. Viewing Sample History
12.6. Tips on Working with Samples
13. USER PREFERENCES
13.1. Changing Password
13.2. Setting Default Queries
13.3. Setting Default Calendar View
13.4. Setting Default Startup Screen
13.5. Changing Position
13.6. Checking Synchronization Status
14. SMART CALL
14.1. Creating a Smart Call
14.2. Using a Smart Call
15. HOME PAGE
15.1. Changing the Home Page Layout
16. “GOING LIVE”
16.1. Downloading your Database
16.2. Synchronizing your Database
16.3. Importing Syndicated Data Files
16.4. Setup Products List
16.5. Setup Marketing Messages
16.6. Setup your Calendar Access List
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Adv Ant Edge Canada User Guide

Adv Ant Edge Canada User Guide

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Published by jcilvik

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Published by: jcilvik on Dec 22, 2010
Copyright:Attribution Non-commercial

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