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Siebel Consumer Sector Guide > Accounts > End-User Procedures >

Associating Activities with an Account

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Siebel applications allow you to record many types of activities for a variety of reasons. One of the reasons to record an activity is to remind yourself to do something regarding an account. For instance, you might want to make note of a meeting with a contact at an account.

In the Account Activities view, you can:

Add new activities.
View all activities for an account.
Modify existing activities.
Drill down on any individual activity to view additional information.
Chart activities completed for an account.

To add an activity for your account

Navigate to the Accounts screen.
Select the account by performing a query in the list.
Click the Activities view tab.
In the Activities list, add a new record and complete the necessary fields.

Some fields in the Account-Detail Activities view are described in the Table 7.

Table 7. Selected Fields in the Account-Detail Activities view

Field	Comments
Description	Description of the activity.
Activity	High-level description of activity as provided by an administrator. Provides hyperlink to Activity Attachment view. In the standard Consumer Sector applications, this field is General, by default, and is not updatable. However, the behavior of this field can be modified or the field can be removed with Siebel Tools.
Type	The specific type of activity to be performed, chosen from a picklist. Provides hyperlink to Visit Execution view. LOV Type: TODO_TYPE Action: Type chosen drives the dynamic drilldown to specific views.
Employees	Click the select button to assign employees to the activity from the Employees list. Depending on the type of activity created, this record will now appear on this person's My Activities calendar or to-do list.
Status	Current status of the activity, chosen from a picklist. LOV Type: EVENT_STATUS

For more information about activities and managing your calendar, see Fundamentals.

To chart account activities

Navigate to the Accounts screen.
Select the account by performing a query in the list.
Click the Charts view tab.
From the Charts Show drop-down list, select Activity Analysis.

This chart reflects all the activities associated with the account.

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