Siebel Order Management Guide Addendum for Financial Services > Managing Contacts > Process of Managing Financial Contacts >
Viewing a Financial Services Application
You can view financial applications in the Financial Applications Summary tab for each contact related to the order as a contact. This tab provides valuable information for the next bank branch. To view a financial services application
- Navigate to the Contacts view, then the Contacts list view.
- In the Contacts list, drill down on the contact.
- Click the Financial Applications view tab.
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