Siebel Consumer Goods Guide > Managing Accounts >

Associating Activities with Accounts (End User)

Siebel Business Applications allow end users to record many types of activities for a variety of reasons. You can record an activity to remind you to do something regarding an account. For example, an end user might want to make note of a meeting with a contact at an account.

In the Account Activities view, end users can:

• Create new activities.
• View all activities for an account.
• Modify existing activities.
• Drill down on the Type field hyperlink for an individual activity to view additional information.
• Chart completed activities for an account.

For more information about activities and managing your calendar, see Siebel Fundamentals.

This task is a step in Process of Managing Accounts.

To create an activity for your account

1. Navigate to the Accounts screen, then the Accounts List view.
2. Drill down on the Name field hyperlink for an account.
3. In the Activities list, create a new activity record, and complete the necessary fields.

   The following table describes some fields.

   Field	Comments
   Type	From the drop-down list, select the specific type of activity to perform. This field provides a hyperlink to the Visit Execution view and to other views.
   Description	A description of the activity.
   Status	From the drop-down list, select the current status of the activity.
   Activity	A high-level description of activity that an administrator provides. This field provides a hyperlink to the Activity Attachment view. In the preconfigured Siebel Consumer Goods application, this field is General, by default, and you cannot update it. However, you can use Siebel Tools to modify the behavior of this field or to remove this field.
   Employees	Click the select button to assign employees from the Employees list to the activity. Depending on the type of activity you create, this record now appears on this person's My Activities calendar or to-do list.