Siebel Energy Guide > Credit Management in Siebel Energy >

Adding an Activity to a Credit Alert in Siebel Energy (End User)

End users can associate activities with a credit alert. The Credit Alert Activities view displays all activities associated with a selected credit alert.

To add an activity to a credit alert

  1. Navigate to the Credit Management screen.
  2. In the Credit Alerts list, click the Alert # of a credit alert record.
  3. Click the Activities view tab.
  4. In the Activities list, add a record and complete the necessary fields.
Siebel Energy Guide