Siebel eFinance Guide > Investors > End-User Procedures >

Displaying an Investor Organizational Chart

End users can use the Organization Analysis view to review investor organization details.

To display an investor organizational chart

  1. Navigate to the Investors Screen.
  2. From the Show drop-down list, select My Investors.
  3. In the Investors list, select an investor.
  4. Click the Organization Analysis view tab.

    The Account Organization Analysis view appears, displaying an organization chart.

  5. From the Organization Analysis drop-down list, select Contacts to view contact information about the contacts shown in the organizational chart.

 Siebel eFinance Guide 
 Published: 20 October 2003