Siebel Consumer Goods Guide > Managing Accounts >

Associating Activities with Accounts (End User)

Siebel applications allow end users to record many types of activities for a variety of reasons. One of the reasons to record an activity is to be reminded to do something regarding an account. For instance, an end user might want to make note of a meeting with a contact at an account.

In the Account Activities view, end users can:

  • Create new activities.
  • View all activities for an account.
  • Modify existing activities.
  • Drill down on any individual activity to view additional information.
  • Chart activities completed for an account.

This task is a step in Process of Managing Accounts.

To create an activity for your account

  1. Navigate to the Accounts screen > Accounts List view.
  2. Drill down on the Name field hyperlink for a selected account.
  3. In the Activities list, create a new activity record and complete the necessary fields.

    Some fields are described in the following table.



    Description of the activity.


    High-level description of activity as provided by an administrator. Provides hyperlink to Activity Attachment view.

    In the standard Siebel Consumer Goods applications, this field is General, by default, and is not updatable.

    However, the behavior of this field can be modified or the field can be removed with Siebel Tools.


    The specific type of activity to be performed, chosen from a drop-down list. Provides hyperlink to Visit Execution view.

    Action: Type chosen drives the dynamic drilldown to specific views.


    Click the select button to assign employees to the activity from the Employees list.

    Depending on the type of activity created, this record now appears on this person's My Activities calendar or to-do list.


    Current status of the activity, chosen from a drop-down list.

For more information about activities and managing your calendar, see Fundamentals.

Siebel Consumer Goods Guide