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Creating Accounts and Contacts for Sharing Case Information


Account profile data is maintained on public and private sector organizations and used for notification purposes. Using the Accounts screen, you can create a repository of agencies and organizations.

Contact information can be maintained on public and private sector individuals such as police chiefs, sheriffs, public information agencies, and emergency response personnel. This information can be useful to support notification and correspondence processes involved in either an incident or case.

This task is a step in Process of Managing Investigative Cases.

To create account and contact information

  1. Navigate to the Accounts or Contacts screen > Home view.
  2. In the Search form, search for an existing account or contact.
  3. If the contact or account is not found, create a new record using the Add form, and then click Add & Go.

To locate an agency employee

  1. Navigate to the Employees screen.
  2. In the Employees list, query for the employee.

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