Siebel Call Center User Guide > Contacts >

Creating a New Contact

If the caller's contact information is not already in the system, the information can be added. This procedure is preferred when the contact is an individual consumer who is not associated with an account. For information about creating contacts for specific accounts, see To add contacts to an account.

To create a new contact

  1. Navigate to the Contacts screen, and in the More Info form, click New.
  2. Complete the necessary fields

    3. Click the show more button to display additional fields.

    The following table describes some of the fields.

    Field
    Visible by Default?
    Comments
    Account
    Yes
    Business or organization represented by the contact.
    Account Status
    No
    The current stage in the customer interaction life cycle, as described in Customer Interaction Life Cycle. Defaults to Active for a new account record.
    Address Line 1
    Yes
    Automatically populated using the value of Address Line 1 for the account associated with this contact. Separate contact addresses can be entered using the Contacts > Addresses view tab.
    Address Line 2
    Yes
    Automatically populated using the value of Address Line 2 for the account associated with this contact. Separate contact addresses can be entered using the Contacts > Addresses view tab.
    Comments
    No
    Text field for any additional notes you want to record about the contact.
    Contact Method
    No
    Method by which the contact prefers to receive information.
    Contact Team
    No
    Employees responsible for interacting with the contact.
    Disable Cleansing
    No
    When selected, prevents data quality cleansing, which verifies that the address is real and standardizes address formatting.
    Employee Flag
    No
    When selected, indicates that the contact is an employee of your company. Includes the contact in picklists for fields such as Contact Team and Account Team.
    Household
    No
    Residential group or other group of economically affiliated individual consumers to which the contact belongs. Typically used instead of Account if your company's goods and services are being offered to residential groups, rather than to businesses. For more information about households, see Households.
    Household Status
    No
    The stage in the customer interaction life cycle, as described in Customer Interaction Life Cycle. Defaults to Active for a new Household record. Automatically populated if Status has been set in Household screen.
    Lock Assignment
    No
    When selected, prevents Assignment Manager from making changes to the Contact Team.
    Organization
    No
    Organization within your company that is assigned to work with the contact.
    Registration Source
    No
    If the contact record was created by a person who entered his or her own contact information at a Web site running a Siebel customer application, this field identifies the application that was used.
    Send Email Updates
    No
    When selected, indicates that the contact has asked to receive product information updates through email.
    Site
    Yes
    Automatically populated with the value of the Site field for the account with which the contact is associated.
    Status
    No
    The current stage in the customer interaction life cycle, as described in Customer Interaction Life Cycle. Defaults to Active for a new contact record.


 Siebel Call Center User Guide 
 Published: 18 April 2003