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Siebel Wireless Administration Guide For Financial Services > Using Wireless eFinance and eInsurance > Companies >

Company Detail Links

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Scroll down past the companies detail information, and you see the links available in the Company view. These links provide access to other features or records concerning the current company.

Contacts. Displays the company Contacts view, a gateway to all the contacts associated with this company. From the Contacts view, you can proceed to details for each contact.
Financial Accounts. Displays the company financial accounts view, a gateway to the checking, savings, loan, and investment accounts associated with this company. From the Checking, Savings, and Loan views, you can see details for each account. The Investment view provides access to the Order and Holdings views where you can see details of investments on order or already owned by the company.
Opportunities (Sales only). Displays the company Opportunities view, a gateway to opportunities associated with this company. From the Opportunities view, you can proceed to details for each opportunity, or you can create a new opportunity associated with the company.
Service Requests (Service only). Displays the company SRs view, a gateway to service requests associated with this company. From the SRs view, you can proceed to details for each service request.
Profile. Displays the company Profile view, where you can see the company's stock ticker, business, and annual revenue.
Policy. Displays the company Policy view, where you can see policies associated with this company. From the Policy view, you can proceed to details for each policy.
Activities. Displays the Activities view, populated with the activities associated with this company. From the Activities view, you can proceed to details of each activity and add new activities.
Main Menu. Displays the Main Menu.

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