Siebel Energy Guide > Accounts in Siebel Energy >

Accessing or Updating Account Information in Siebel Energy (End User)

Siebel Energy allows end users to access the same account information through different views. Specific views allow end users to find the information most relevant to them, according to the procedure they want to perform at that moment.

Most views allow end users to record interactions with a customer and to update the customer's information. The functionality available to end users depends on the end user access rights.

From all views, end users can access information about billing, service, quotes, agreements, contacts, and so on.

The end-user views follow:

• Customer portal view (call center agent). While talking to the customer, call center agents generally need an overview of a customer's account. The customer portal view allows them to access the most commonly needed information in a compact presentation.
• Account views (sales representative). Sales representatives access the same account information as call center agents, but they might do it through the Account views. Each view displays a specific piece of account information. For example, while preparing a report, a sales representative might want to review the usage details or order history for an account. The sales representative does not need the account overview information available in the customer portal because the representative is normally not talking to the customer on the telephone while reviewing information for the report.

Accessing the Customer Portal View

To access the Customer Portal view, follow this procedure.

To access the Customer Portal view

1. Navigate to the Accounts screen, then the Accounts List view.
2. Drill down on the name of the account.

   The Customer Portal view appears with several lists and forms summarizing the account information.

Accessing Account Views

To access the Accounts screen's views, follow this procedure.

To access the account views

1. Navigate to the Accounts screen, then the Accounts List view.
2. Drill down on the name of the account.
3. Click a view tab to access specific information for that account.

Viewing Agreements for Accounts

To display the agreements that are associated with an account, follow this procedure.

To view an agreement for an account

1. Navigate to the Accounts screen, then the Agreement Accounts Explorer view.
2. In the explorer tree, expand the folder for the account.

   Subfolders appear for the selected account's agreements.

3. Expand the folders and select the specific agreement or subagreement to view.