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Accessing Accounts

To display the Accounts list, drill down on contact information displayed on your screen, or return to the Today screen, and click the Accounts icon from the Shortcut bar.

You cannot add or edit an account in Oracle Mobile Sales Assistant.

To find an account you can use any of the following methods:

• Scroll through the list.
• Use the Search field at the top to filter matching accounts.
• Search the Siebel industry application.

To search the Siebel industry application, you must have Internet access. Start by clicking the Search field. As you type, the locally cached data is filtered and displayed. If none of the locally cached records meets your criteria, press Enter. Oracle Mobile Sales Assistant queries the Siebel industry application for matching entries that you have permission to view.

To display the details of an account, select the account's entry. The details include:

• Account name
• Location
• Phone numbers
• Addresses

These details are available from the Menu. To call a phone number, click it, and press Menu. To display an address on a map, click it and press Menu. To send an email, click it and press Menu.

In addition, the Account Detail screen has links that you can use to display more information:

• Notes. Displays notes related to this account. You can drill down on each note to get more information.
• Log a Call. Click this button to log a call with this account.
• Addresses. Searches the Siebel industry application for additional addresses for this account.
• Activities. Displays activities that are related to this account. You can drill down on each activity to get more information.
• Contacts. Displays a list of contacts associated with the account. You can drill down on each contact to get more information.
• Account Team. Displays a list of users who are on the account team. You can drill down on each user to get more information.
• Share. Click this button to send this account's information with others. You can send the information by email (in vcard format) or SMS (text message).