Siebel Customer Relationship Console User Guide > Locating Information > Searching for Contacts and Starting a Customer Session >

About Start Session

A session within Siebel CRC is a way to review available information for an individual contact, as well as create new associated data records for that contact. Once a contact is put into a session all the Siebel CRC session tab information is based upon the contact in the current session.

At any time you can select Search on the menu bar, select a contact, and enter that contact into a new session. If you have launched more than one session, click the previous and prior icons to toggle between active sessions.

An example of when you might want to have more than one session at a time is if you are working with a joint account. Customer Paul Agee enters his bank to understand the status of a check order, but it was his wife and joint account owner, Melissa Agee, who placed the order. The bank teller must review service requests placed by both Paul and Melissa to resolve Paul's inquiry.

To search for a contact

1. From the search view, enter search criteria in the search fields.

   NOTE:  Standard Siebel query operators are available. See Query Operators for more information.

2. Click Search to run the search.
3. In the search results list (see Figure 5), select a customer by clicking the row.
4. To run a new search, click the Search Again button or menu item Search.

Figure 5. Search Results List

To start a customer session

1. From the search results list, click the row for the customer you wish to enter into a session.
2. Click Start Session.