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Associating Records


When you are working with records, you need access to all information that is related to those records. You can associate a record with another record. For example, if you are working with an account, you are likely to track key contacts for that account. The Contacts screen allows you to add and manage key contacts. You can also find a Contacts view in many screens, such as in the Accounts screen. Through the Contacts view, you can associate a contact with a particular account record.

NOTE:  You might not be able to associate records with other records in all screens if there is no association between the records.

To associate a record with another record

  1. Navigate to the appropriate screen.
  2. Drill down on the record with which you want to associate another record.
  3. Click the appropriate view tab.

    The selected view appears.

  4. In the selected view, click New.

    Depending on which view you are in, a blank record or a selection dialog box appears.

  5. Do one of the following:
    • Select the record that you want to associate from the dialog box, and click OK to add a new record.
    • Complete the fields of the blank record to add a new record.
Related Topics

Creating Records

Associating Records Using a Single Selection Dialog Box

Associating Records Using a Shuttle Dialog Box

Finding Records in a Selection Dialog Box

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