Siebel Order Management Guide Addendum for Financial Services > Managing Contacts > Process of Managing Financial Contacts >
Modifying a Financial Account
You can use the Contact Summary view to modify a financial account. Follow the steps in this procedure to modify a financial account. To modify a financial account
- Navigate to the Contacts view, then the Contacts list view.
- In the Contacts list, drill down on the contact.
- Click the Summary view tab.
- Under Financial Accounts, select the Financial Account that you want to modify.
- Click Modify.
|