Siebel Mobile Guide: Connected > Using the Siebel Mobile Application for Siebel Consumer Goods > Managing Accounts for Siebel Consumer Goods >

Adding or Updating Notes for an Account

Complete the following procedure to add or update notes for an account.

To add or update notes for an account

1. Tap Accounts on the application banner to display the Accounts list.
2. Tap an account in the list.

   All details for the selected account are displayed in the work area.

3. Update an existing account note as follows:
   1. Tap Notes in the work area, and then tap the note that you want to update.

      You can filter the records displayed in the notes list as follows:

      • Tap Note Type, then choose one of the following options to filter the notes list: Created By, Created, Note, or Note Type.
      • Tap the Search bar, enter a search string, and then tap Go.
   2. Tap Edit, and update the note information as required.
   3. Tap Save when finished.
4. Create a new account note as follows:
   1. Tap Notes in the work area, then the plus (+) icon.
   2. Enter the information for the new note on the page that opens.
   3. Tap Save when finished.