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Changing Customer Address or Personal Information

If end users are allowed to change company-wide address and name information, they can update the appropriate information in the Service screen. Once captured in Siebel Finance, this information will be used to update their company's host systems.

If end users are not allowed to change company-wide address and name information, they can use the Customer Address Maintenance and Personal Information Change views to send service requests to administrators responsible for updating the information.

To submit a service request to change a customer's address or personal information

1. Navigate to the Service screen > Service Request List view.
2. In the Service Requests list, add a record and drill down on the SR #.
3. In the Service Request form, complete the necessary fields.
4. Then:
   • Click the Customer Address Maintenance view tab to update the customer's address.
   • Click the Personal Information Change view tab to update the customer's personal information.