Siebel Finance Guide > Managing Service Requests >

Changing Customer Address or Personal Information (End User)

If end users are:

• Allowed to change company-wide address and name information, they can update the appropriate information in the Service screen. After the information is captured in Siebel Finance, users can use this information to update their company's host systems.
• Not allowed to change company-wide address and name information, they can use the Customer Address Maintenance and Personal Information Change views to send service requests to administrators responsible for updating the information.

To submit a service request to change a customer's address or personal information

1. Navigate to the Service screen > Service Request List view.
2. In the Service Requests list, add a record and drill down on the SR #.
3. In the Service Request form, complete the necessary fields.
4. Then:

   To...	Click...
   Update the customer's address.	The Customer Address Maintenance view tab.
   Update the customer's personal information.	The Personal Information Change view tab.