Siebel eFinance Guide > Service Requests > End-User Procedures >

Changing a Customer's 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 eFinance, 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

  1. Navigate to the Service screen.
  2. In the Service Requests list, add a record and complete the necessary fields.
  3. Click the Customer Address Maintenance view tab.
  4. In the Customer Address Maintenance form, complete the necessary fields.

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

  1. Navigate to the Service screen.
  2. In the Service Requests list, add a record and complete the necessary fields.
  3. Click the Personal Information Change view tab.
  4. In the Personal Information Change form, complete the necessary fields.

 Siebel eFinance Guide 
 Published: 20 October 2003