Siebel eEnergy Guide > Accounts >

Accessing or Updating Account Information


Siebel eEnergy allows end users to access the same account information through different views. Specific views allow end users to find the information most relevant to them, according to the procedure they need to perform at that moment.

Most views allow end users to record interactions with a customer and to update the customer's information, depending on the system setup and the end user's access rights.

From all views, end users can access information on billing, service, quotes, agreements, contacts, and so on.

The end-user views are:

To access the customer portal view

  1. Navigate to the Accounts screen.
  2. Select the account.
  3. In the Accounts list, click the hyperlink in the Name field.
  4. The Customer Portal view appears with several lists and forms summarizing the account information.

To access the account views

  1. Navigate to the Accounts screen.
  2. Select the account.
  3. Click a view tab to access specific information for that account.

To view an agreement for an account

  1. Navigate to the Accounts screen.
  2. Select the account.
  3. From the Show drop-down list, select Agreement Accounts Explorer.
  4. In the explorer tree, expand the folder for the account.
  5. Subfolders appear for the selected account's agreements.

  6. Expand the folders and select the specific agreement or subagreement to view.

 Siebel eEnergy Guide 
 Published: 23 June 2003