Siebel eAutomotive Guide > Working with Contacts > End-User Procedures >

Associating Categories with a Contact

If the default contact list does not contain the desired information for a contact, end users can create and associate categories for contacts. These categories may classify contacts by demographic profile, trade show attendance, or other category appropriate for the end user's company.

NOTE:  An administrator can also set up and maintain a list of categories. For more information, see the chapter on setup in Applications Administration Guide.

To associate categories with a contact

  1. Navigate to the Contacts screen.
  2. In the Contacts list, select the contact to be associated with the category.
  3. Click the Categories view tab.
  4. Click New.
  5. Complete the fields as needed. Some fields are described in the following table.

    6. Field
    Description
    Category
    Select the type of Contact information, such as Target, Attendee, Hobby, or Spouse. If the category does not appear in the dialog box, click New and enter information for the new category.
    Category Rank
    Importance of the category compared to other categories.
    Value
    Select the subset of the Category. The items in the Pick Value dialog box are dependent on the Category selected. If the desired value does not appear in the dialog box, click New and enter information for the new value.
    Value Rank
    Importance of the value compared to other values.


 Siebel eAutomotive Guide 
 Published: 18 April 2003