Siebel Wireless Administration Guide For Financial Services > Using Wireless eFinance and eInsurance >

Companies

Use the Companies view as a gateway to see company information, to modify information, or to add or delete a company.

When you select Companies from the Main Menu, your device displays the Companies view. When it first opens, the Companies view provides access to all the companies currently in the My Companies view.

The Companies screen provides access to a search function to display a specific company, and it also displays the first few of all your companies. The actual number of companies displayed depends on the configuration settings.

You can drill down to see details about any company displayed on the screen. You can edit company information from the detail view.

To display company details

  1. Scroll to the company for which you want to see details.
  2. Press the soft key to link to the selected company.

    3. The Company view opens and displays details for the selected company.

To add a new company

  1. Scroll to the bottom of the view and select the New link.
  2. In the New Company view, enter the new company name.
  3. Click Submit.
  4. In the detail record, enter the company's phone number, fax number and any notes you want to record.

 Siebel Wireless Administration Guide For Financial Services
 Published: 18 April 2003