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Siebel Customer Relationship Console User Guide > Locating Information > Accounts Session View >
Viewing Detailed Account Transaction Information
Detailed account transaction information is available through the Accounts view. To view detailed transaction information
- Begin a customer session and click the Accounts session tab.
- In the Accounts list, select an account for which you wish to see details of recent transactions, and do one of the following:
- Drill down on the account number.
- Click the Details button.
- Review the transaction information as described in the following table:
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Post Date |
The date of system execution. |
Item Type |
The type of transaction such as check or deposit. |
Item # |
The official document identification, such as check number. |
Description |
A detailed description of the nature of the transaction, such as mortgage payment or interest payment. |
Amount |
The actual amount of the transaction. |
Points Earned |
Any special program points, for example, frequent flier points. |
- Return to the customer session summary view by clicking the Contacts menu item.
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