Siebel eHealthcare Guide > Contacts > End-User Procedures >

Creating and Using a Book of Clients


The Book of Clients view allows end users to create, review, delete, and modify logical groupings of contacts. After contacts are grouped together in a book, end users can conduct analyses on their book as well as graphically display performance over a period of time.

To create a book of clients

  1. Navigate to the Contacts screen.
  2. From the Show drop-down list, select Book of Clients.
  3. In the Book of Clients list, add a record and complete the necessary fields.
  4. Some fields are described in the following table.

    Field
    Comments
    Book of Clients
    Enter a name for the book of clients.
    Team
    Defaults to a value based on the login ID.
    Comments
    A text description of the Book of Clients.

  5. In the lower Book of Clients list, add a record.
  6. The Add Contact dialog box appears.

  7. Select a contact to add to the current Book of Clients, and click OK.
  8. NOTE:  You can add multiple contacts at once by holding down the CTRL key and clicking on each record to be added. Click OK only after you have selected all of the records to add to the Book of Clients.

    The contacts appear in the lower Book of Clients list.

To evaluate a book of clients

  1. Navigate to the Contacts screen.
  2. From the Show drop-down list, select Book of Clients.
  3. In the Book of Clients list, select a book to evaluate.
  4. In the lower Book of Clients list, select one of the Show drop-down list options described in the following table.
  5. Show
    Comments
    Book of Clients
    Create and view the contacts in a book of clients.
    Book of Clients Performance
    Display key metrics for assessing an entire book of clients' performance.
    Book of Clients Summary
    Displays summary information for each contact in a book of clients, including opportunities, financial accounts, service requests, alerts, affiliations, and customer value.


 Siebel eHealthcare Guide 
 Published: 04 June 2003