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

Adding or Updating Accounts


To add a new account or update existing account information, complete the following procedure.

To add a new or update an existing account

  1. Tap Account on the application banner to display the Accounts list.
  2. Update the existing account information as follows:
    1. Tap an account in the Accounts list.

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

    2. Tap Edit in the work area, update the information as required, and then tap Save when finished.
  3. Add a new account as follows:
    1. Tap the plus (+) icon in the work area.
    2. Enter the details for the new account on the page that opens, then tap Save.

      Required fields which must be completed when adding new accounts are: Name, and Type.

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