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
- Navigate to the Credit Management screen.
- In the Credit Alerts list, click the Alert # of a credit alert record.
- Click the Activities view tab.
- In the Activities list, add a record and complete the necessary fields.