Siebel Applications Administration Guide > Global Accounts >

Viewing Global Accounts (End User)

Available as an option, Global Accounts allow users to see (but not change) opportunities, activities, contacts, and account team information for an account and its subsidiary accounts.

Global Accounts consist of a parent account, the child accounts, the child accounts' children, and so on. These hierarchies are determined in one of the following ways:

• Hierarchies are determined by the value in the parent field on the Account Record.
• Hierarchies are determined by the administrator who creates custom hierarchies.

Global Accounts are created and maintained by the administrator. If an account has no child account or the administrator has not defined a hierarchy for an account, then a message appears advising you that the selected record is not included as part of your defined hierarchy. For more information about how global-account hierarchies are created, see Creating a Custom Hierarchy.

This task is a step in Process of Using and Administering Global Accounts.

To view global accounts information

1. Navigate to the Accounts screen, then the Global Accounts Hierarchy List view.
2. From the visibility filter, choose My Global Accounts.

   Other visibility filter options include All Global Accounts, and All Global Accounts Across Organizations.

   Below the listing of the global accounts, the Global Accounts subviews appear with the explorer on the left showing the hierarchy of the account, subaccounts, contacts, opportunities, activities, and account team, and the list on the right showing the records associated with each subview.

   NOTE:  Navigate to the User Preferences screen, then the Global Accounts view, to hide objects or make visible additional objects, such as service requests, quotes, orders, and assets.

Accounts in the Global Accounts Hierarchy List View

Different accounts appear in the Global Accounts Hierarchy List view because Siebel Business Applications use different SQL code to generate the Global Accounts Hierarchy List view, depending on whether you define a hierarchy.

If you define a global account hierarchy, the Global Accounts Hierarchy List view displays that hierarchy. If you define a hierarchy and use EIM to import records, the accounts do not appear in the Global Accounts Hierarchy List view unless you update the global account hierarchy. To update the global account hierarchy, select the account hierarchy record, then click Update Hierarchy.

If you do not define a global accounts hierarchy, the Global Accounts Hierarchy List view uses the Parent fields of the accounts to display the account hierarchy. If you do not define a hierarchy and use EIM to import records, the Global Accounts Hierarchy List view uses the Parent fields of the accounts to display the accounts.