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

Adding Accounts to a Route

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When you have established a route, you can add accounts to it. There is no limit to the number of accounts that can be assigned to one route. Two views are available for adding accounts to routes:

Route Accounts. Displays accounts in a list.
Route Explorer. Displays routes and accounts in a hierarchical format.

Separate procedures are provided in this section for using each of these views.

NOTE:  When associating an account with a route, select only those accounts where the owner of the route is represented on the sales team. It is possible to pick any existing account in the database when associating an account with a route. There is no check to determine whether you or the owner of the route have access to the account. This is standard behavior; pick dialog boxes for Accounts are always unconstrained. When drilling into an account that is not accessible to you, an error message will appear, stating that you do not have the required access to view that account. This is especially relevant for Siebel Mobile Web Client users who can view only their own accounts on their local database.

To add accounts to a route using the Route Accounts view

Navigate to the Routes screen.
In the Routes list, select a route.
Click the Accounts view tab.
In the Accounts list, add a new record.
Click the Account select button.

The Pick Account dialog box appears.

Select an account and click OK.

Repeat Step 4 through Step 6 to add additional accounts.

Complete the necessary fields for each account you added.

Some fields in the Accounts List are described in Table 41.

Table 41. Selected Fields in the Accounts List

Field	Comments
Call Duration	The scheduled duration of the account visit. LOV Type: APPOINTMENT_DURATION
Call Time	The current time is automatically entered in this field. You should edit this field to reflect the time when the account is to be visited.
Offset Day	Allows you to create routes that span more than one day. It indicates the number of days after the beginning of the route that an account should be visited. For instance, if an account is to be visited on the first day of a route, this field should be set to 0. If the account is to be visited on the second day of a route, this field should be set to 1.
Last Call	Identifies the date and time of the most recent visit to this account.

To add accounts to a route using the Route Explorer view

Navigate to the Routes screen.
In the Routes list, select a route.
Click the Explorer view tab.
In the Routes explorer tree, click the plus sign (+) next to the folder of the route to which you want to add an account.
Click the plus sign (+) next to the Accounts folder displayed under the route.

A list of all the accounts assigned to the route you selected appears.

In the Accounts list, add a new record.
Click the Account select button.
In the Pick Account dialog box, select an account and click OK.

Repeat Step 6 through Step 8 for each account you want to add to the route.

Fill in the fields.

Some of the fields are described in Table 41.

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