Bookshelf Home | Contents | Index | Search | PDF |
Siebel eInsurance Guide > Claims > End-User Procedures >
Associating a Contact with a Loss
To associate a contact with a loss, end users link the loss to a contact.
To associate a contact with a loss
- Navigate to the Claims screen.
- In the Claims list, select a claim.
- Click the Contacts view tab.
- In the Contacts list, add a record
- In the Add Contacts dialog box, do one of the following:
- Select a record and click OK.
- Click New to add a new record and complete the necessary fields.
- Scroll down to the Contact Role form and complete the necessary fields.
Bookshelf Home | Contents | Index | Search | PDF |
Siebel eInsurance Guide Published: 04 June 2003 |