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Siebel Life Sciences Guide > Administering and Managing Accounts > End-User Procedures >
Adding Category Information
End users can create categories to track additional account information. In creating a category, a user can:
- Define possible category values.
- Specify the relative importance of the category and each of its values.
By default, categories are visible system-wide. However, users can mark categories as private. Private categories are only visible to the user who created them.
To add category information for an account
- Navigate to the Accounts screen.
- From the Show drop-down list, select My Accounts.
- Click the Categories view tab.
- In the Categories list, add a record and complete the necessary fields.
Some of the fields in a Categories record are described in the following table.
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Siebel Life Sciences Guide Published: 18 April 2003 |