Getting Started with Siebel Offline Client for Life Sciences > Planning Customer Calls > Planning an Account Call >

Using the Quick List to Select an Account

You can use the quick list on the left side of the screen to select an account.

To use the quick list to select an account

1. Click Accounts at the top of the quick list to select the Accounts quick list.

   NOTE:  The Contacts quick list is available by default.

2. Select an account by doing one of the following:
   • Click an account from the quick list on the left side of the screen.
   • Run a saved query from the list of saved queries to automatically filter the quick list, for example, by account name, and select an account from the resulting list.
   • Click a letter on the alphabet bar on the right of the quick list, then click the account from the resulting list.