Siebel eFinance Guide > Contacts > End-User Procedures >

Viewing a Contact Summary

The Contact Summary view provides a comprehensive view of a contact's relationship with an end user's organization in an editable format. This view displays the customer's contact information, financial accounts, applications, alerts, campaigns targeted at the customer, and service requests and opportunities associated with the customer.

The Customer Value icon in the Contact form indicates the customer's value to the organization. For more information, see Creating a Customer Value Assessment and Viewing the Results of a Customer Value Assessment.

To view contact summary information

  1. Navigate to the Contacts screen.
  2. From the Show drop-down list, select My Contacts.
  3. In the Contacts list, select a contact.
  4. Click the Summary view tab.

For more information on editing summary view information, see Configuring Summary Views.


 Siebel eFinance Guide 
 Published: 20 October 2003