Bookshelf v7.5: Contact Detail Links

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

Contact Detail Links

Scroll down past the contacts detail information, and you see the links available in the Contact view. These links provide access to other features or records concerning the current contact.

Claims. Displays the contact Claims view, a gateway to all the claims associated with this contact. From the Claims view, you can proceed to details for each claim. Claims information is read-only.

Policies. Displays the contact Policies view, a gateway to all the policies associated with this contact. From the Policies view, you can proceed to details for each policy.

Company. Displays the contact Companies view, a gateway to all the companies associated with this contact. From the Companies view, you can add another company or proceed to details for each company.

Financial Accounts. Displays the contact Accounts view, a gateway to the checking, savings, loan, and investment accounts associated with this contact. From the Checking, Savings, and Loan views, you can see details for each account. The Investment view provides access to the Order and Holdings views where you can see details of investments on order or already owned by the contact.

Profile. Displays the contact Profile view, where you can see and edit the contact's DOB (date of birth), marital status, occupation, and annual income.

Activities. Displays the contact Activities view, populated with the activities associated with this contact. From the Activities view, you can proceed to details of each activity and add new activities.

Interest. Displays the contact Interest view, a gateway to all the investment interests associated with this contact, displayed as symbols. From the Interest view, you can proceed to details for each interest, including the full name of the security, the security type, the level of interest, the quantity, the price, and the date of the reported interest. The Interest view also provides the ability to add a new interest.

Opportunities (Sales only). Displays the contact Opportunities view, a gateway to opportunities associated with this contact. From the Opportunities view, you can proceed to details for each opportunity, or you can create a new opportunity associated with the contact.

Service Request (Service only). Displays the contact SRs view, a gateway to service requests associated with this contact. From the SRs view, you can proceed to details for each service request.

Main Menu. Displays the Main Menu.