Siebel Energy Guide > Contacts in Siebel Energy >

Creating a Contact in Siebel Energy (End User)

End users must add contacts and verify that particular contacts are established customers. Their company might choose to use passwords for an additional level of verification.

End users can view all contact records that they create. If an end user adds a contact to an account or opportunity and that account or opportunity has an associated sales team, then members of the sales team can also view the contact. In a contact record, a sales team is also known as a contact access list.

Adding a Contact Record

To add a contact record in Siebel Energy, follow this procedure. For more information about adding contacts, see Siebel Applications Administration Guide.

To add a contact record

1. Navigate to the Contacts screen, then the Contacts List view.
2. Add a new record to the Contacts list, and complete the necessary fields in the record and the More Info form.
3. In the Account field, select one or more accounts in the dialog box.

   If multiple accounts are associated with this contact, then designate one account as the primary account by selecting the Primary field for that account.

Adding Contact Addresses

A contact record can have multiple addresses. These addresses are used in various ways in your Siebel application, such as specifying destinations for statements with which contacts are associated. You can also designate different types of addresses, with different start and end dates, as seasonal and temporary addresses that are valid during specific periods of time.

To add contact addresses

1. Navigate to the Contacts screen, then the Contacts List view.
2. In the Address field of the contact for which you want to add addresses, click the select button.
3. In the Contact Addresses dialog box, select the addresses.

   The address record with a check in the Primary field appears in the address fields for the contact.

4. Drill down on the name of the contact.
5. Click the Addresses view tab.
6. In the Addresses list, modify the fields of the added addresses as required.

   Some fields are described in the following table.

   Field	Comments
   Start Date	Select the start date and time for the address.
   End Date	Select the end date and time for the address. The Start Date and End Date fields are required for addresses with values of Seasonal and Temporary in the Type field. Seasonal addresses define alternate, seasonal billing addresses in the integration of Siebel Energy with Oracle Utilities Customer Care and Billing. For more information, see Customer Data Mapping from Oracle Utilities Customer Care and Billing to Siebel Energy.
   Active	Select this check box to designate that the address is currently valid for the contact.
   Type	Select the type of address. Type values categorize the address for functional purposes.