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Siebel Automotive Guide > Associating Vehicles with Accounts >
Associating a Vehicle with an Account by Relationship
Table 4 lists the relationship of associating a vehicle with an account and an account with one or more vehicles.
Table 4. Relationship of Associating a Vehicle With an Account
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A vehicle is associated with an account through the Vehicle Summary screen |
The vehicle is associated with the account through the relationship specified in the Vehicle Summary screen. |
An account is associated with one or more vehicles that they have not purchased |
The vehicle is associated with an account by relationship. For example, the account is the lessor, or provides insurance or financing for the vehicle, but the account does not own the vehicle. |
The procedures in this topic describe how to associate a vehicle with an account or through a summary view. Use this procedure to associate a vehicle with an account by relationship. This task is a step in Process of Using Automotive for Account Management To associate a vehicle with an account by relationship
- Navigate to the Accounts screen > Accounts List view.
- Drill down on the Name field link for a selected account record.
- Click the Vehicles view tab.
- Scroll down to the Related Vehicles list.
- Create a new record and select a relationship.
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