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Siebel eService Administration Guide Addendum for Industry Applications > Administering Siebel eBanking and Siebel eBrokerage > The Relationship Page (Siebel eBrokerage Only) >
Adding and Modifying Investment Interests
The Interests view on the Relationship page displays a list of potential investments in which the user has expressed interest.
To add an interest
- From Siebel eBanking or Siebel eBrokerage, click the Relationship tab.
- Click Interests.
The Interests view appears.
- Click Add New Interest.
The New Interests view appears.
- Click Select in the Symbol field.
The Pick Securities view appears.
- Select a security from the list, or click Search to search for a security if needed.
- Complete the fields.
- Click Save.
The interest is added to the list.
To edit an interest
- From Siebel eBanking or Siebel eBrokerage, click the Relationship tab.
- Click Interests.
The Interests view appears.
- Click the Edit column for the interest you want to edit.
The Edit Interests view appears.
- Edit the fields. Only the Interest Level, Interest Amount, Interest Type, and Interest Price fields can be modified.
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Siebel eService Administration Guide Addendum for Industry Applications, Version 7.5, Rev. A Published: 18 April 2003 |