Siebel Customer Relationship Management Siebel Fundamentals Siebel Innovation Pack 2013, Version 8.1/8.2 E24770-01 |
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Depending on where you are in the Siebel application, you can associate an existing record or a new record in a single selection dialog box.
To associate an existing record using a single selection dialog box
Navigate to the appropriate screen.
Select the record you want to associate with another record.
Click the single select button in the appropriate field.
A single selection dialog box appears.
In the dialog box, locate and select the record you want to associate.
Click OK.
To associate a new record using a single selection dialog box
Navigate to the appropriate screen.
Select the record with which you want to associate a new record.
Click the single select button in the appropriate field.
A single selection dialog box appears.
Click New.
In the blank row that is inserted in the dialog box, enter the new record's information.
Click OK.
Note: There are some situations in which you cannot add new records to single selection dialog boxes. |