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Siebel Fundamentals > Common Record Tasks > Associating RecordsWhen you are working with records, you need access to all information that is related to those records. You can associate a record with another record. For example, if you are working with an account, you are likely to track key contacts for that account. The Contacts screen allows you to add and manage key contacts. You can also find a Contacts view in many screens, such as in the Accounts screen. Through the Contacts view, you can associate a contact with a particular account record. NOTE: You might not be able to associate records with other records in all screens if there is no association between the records. To associate a record with another record
Related TopicsAssociating Records Using a Single Selection Dialog Box |
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