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Adding Accounts to Cases


You can add existing and new accounts to cases using the Accounts view in the Case List view of the Cases screen. After you add an account to a case, you can drill down on the account name field of the account record to add more details to the account. In the Accounts screen, you can create a repository of agencies and organizations. You use account profile data for notification purposes. For more information about creating account records, see Siebel Applications Administration Guide.

This task is a step in Process of Developing Cases.

To add an account to a case

  1. Navigate to the Cases screen, then the Case List view.
  2. Drill down on the Case Name field of the case record.
  3. Click the Accounts view tab.
  4. Create a new record, and complete the fields as appropriate.
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