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Key Features of Siebel eCommunications
Business Functions of Screen Tabs in Siebel eCommunications
Business Scenario for Accounts
Administrator Procedure for Accounts
Setting Up External Organizations (Administrator)
End-User Procedures for Accounts
Reviewing an Account Hierarchy
Accessing or Updating Account Information
Monitoring Infrastructure, Equipment, and Usage
Additional End-User Procedures Related to Accounts
Business Scenario for Profiles
End-User Procedures for Profiles
Creating and Updating a Profile
Creating and Updating an Address Profile
Business Scenario for Contacts
End-User Procedures for Contacts
Creating a Contact-Related Activity
Associating a Contact with a Trouble Ticket
Additional Procedures Related to Contact Management
Agreements and Entitlements Overview
Business Scenarios for Agreements and Entitlements
Administrator Procedures for Agreements and Entitlements
Setting Up Templates for the Auto Document Feature (Administrator)
End-User Procedures for Agreements and Entitlements
Adding Terms to an Agreement and Generating a Total
Creating and Printing an Agreement Document
Associating an Agreement with an Order
Associating an Agreement with a Service Item
Viewing Agreement Details in the Explorer
Business Scenario for Premises
Administrator Procedures for Premises
Setting Up Premise Records (Administrator)
Registering a Premise Hookup (Administrator)
End-User Procedures for Premises
Associating an Activity with a Premise
Viewing Service Point Information
Viewing Service Requests for a Premise
Adding a Service Request for a Premise
Adding Infrastructure Information
Additional End-User Procedures Related to Premises
End-User Procedures for Assets
Associating Related Assets with a Primary Asset
Viewing Hierarchical Information for an Asset
Creating a Transaction for an Asset
Viewing Components Associated with an Asset
Adding a Service Request Associated with an Asset
Adding a Change Request Associated with an Asset
Viewing Service Points and Services
Business Scenario for Opportunities
End-User Procedures for Opportunities
Associating an Account with an Opportunity
Associating a Product with an Opportunity
Creating a Quote for an Opportunity
Creating a Profile for an Opportunity
Associating a Related Site with an Opportunity
Associating a Partner with an Opportunity
Additional End-User Procedures Related to Opportunities
End-User Procedures for Billing
Accessing or Updating Billing Information
Entering Payment Against an Outstanding Balance
Overview of Adjustment Requests
Viewing an Adjustment Request Outcome
Recording a Customer's Decision About Adjustment Outcome Terms
Overview of Payment Arrangement
Requesting a Payment Arrangement
Viewing the Outcome of a Payment Arrangement Request
Recording a Customer's Decision About Payment Arrangement Terms
Requesting a Duplicate Invoice
Additional End-User Procedures Related to Billing
Administrator Procedures for Billing
Generating Credit, Fraud, and Usage Information (Administrator)
Setting Up the Invoice Image Feature (Administrator)
Business Scenario for Work Orders
End-User Procedures for Work Orders
Adding an Activity to a Work Order
Creating Work Order Line Items
Additional End-User Procedures Related to Work Orders
Service Requests and Trouble Tickets
Service Requests and Trouble Tickets Overview
Business Scenario for Service Requests and Trouble Tickets
Administrator Setup for Service Requests and Trouble Tickets
End-User Procedures for Service Requests and Trouble Tickets
Overview of Trouble Ticket Creation
Creating a Trouble Ticket Record
Assigning a Trouble Ticket to a Person or Group
Associating Parent and Child Trouble Tickets
Using the Customer Satisfaction Survey
Analyzing Trouble Tickets Data
Additional End-User Procedures Related to Trouble Tickets
Business Scenario for Credit Management
End-User Procedures for Credit Management
Reviewing and Adding a Credit Alert
Adding an Activity to a Credit Alert
Communication with the Customer
Overview of Requests for Account Adjustments or Payment Plans
Recording the Customer's Decision About the Outcome
Additional End-User Procedures Related to Credit Management
Business Scenario for Fraud Management
End-User Procedures for Fraud Management
Viewing Fraud Alerts and Fraud Alert Details
Additional Procedures Related to Fraud Management
Defining an Integration Workflow Process
Business Scenarios for Defining Integration Workflow Processes
Sample Integration Workflow Processes
Sample Workflow Process: CUT Send Account Data
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Siebel eCommunications Guide Published: 23 June 2003 |