Siebel Finance Guide > Managing Contacts > Managing Contact Information (End User) >
Viewing a Contact's Transaction History
The Contacts Transaction History view allows end users to display a contact's transaction history by financial account for all the accounts held by the contact at your organization.
To view a contact's transaction history
- Navigate to the Contacts screen > Contacts List view.
- In the Contacts list, drill down on the desired contact.
- Click the Transaction History view tab.
The Transactions view appears, displaying all the financial accounts associated with the contact, and the investment transactions that took place in each account.