Bookshelf Home | Contents | Index | Search | PDF

Siebel Life Sciences Guide > Administering and Managing Accounts > End-User Procedures >

Adding Category Information

---

End users can create categories to track additional account information. In creating a category, a user can:

Define possible category values.
Specify the relative importance of the category and each of its values.

By default, categories are visible system-wide. However, users can mark categories as private. Private categories are only visible to the user who created them.

To add category information for an account

Navigate to the Accounts screen.
From the Show drop-down list, select My Accounts.
Click the Categories view tab.
In the Categories list, add a record and complete the necessary fields.

Some of the fields in a Categories record are described in the following table.

Field	Comments
Category	The Pick Category dialog box displays previously categories. Select an existing category or create a new one.
Category Rank	Optionally, enter a number to indicate the importance of this category relative to other categories.
Private	If you do not want other users to see the category, select this field.
Value	The Category Values dialog box displays the values previously defined for the category. Select an existing value or create a new one.
Value Rank	Optionally, enter a number to indicate the importance of this value relative to other values.

Bookshelf Home | Contents | Index | Search | PDF