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

Contacts

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Use the Contacts view as a gateway to see contact information, to modify information, or to add or delete a contact.

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

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

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

To display contact details

Scroll to the contact for which you want to see details.
Press the soft key to link to the selected contact.

The Contact view opens and displays details for the selected contact.

To add a new contact

Scroll to the bottom of the view and select the New link.
In the New Contact view, enter the Last Name.
Enter the First Name.
Click Submit.
In the detail record, enter the contact's work number and cell number.

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