Managing Accounts for Siebel Finance

An account is a company or individual with whom your company conducts business. It represents the relationship between your company and that company or individual. You can use the Account Details screen as the primary navigation tool for your customer interactions.

The following procedures related to accounts and account management are included in this topic:

• "Displaying Account Details"

• "Performing Needs Analysis for Accounts"

• "Modifying Account Information"

• "Modifying Contact Information for an Account"

• "Modifying Opportunity Information for an Account"

• "Modifying Address Information for an Account"

• "Modifying Activity Information for an Account"

• "Modifying Account Team Information for an Account"

• "Viewing Financial Account Information for an Account"

  
  

  Note: You must complete the relevant setup tasks detailed in Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Finance.

  
  

Displaying Account Details

You can display account details by using the Accounts list.

To display account details 

1. Tap the Side Menu icon on the application banner, and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the right pane or work area.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

3. To view the related items for the selected account, tap the following names in the list in the left pane:

   • Contacts. Shows the contact information for the account. For more information, see "Modifying Contact Information for an Account".

   • Opportunities. Shows the opportunity information for the account. For more information, see "Modifying Opportunity Information for an Account".

   • Addresses. Shows the address information for the account. For more information, see "Modifying Address Information for an Account".

   • Activities. Shows the activity information for the account. For more information, see "Modifying Activity Information for an Account".

   • Account Team. Shows the account team information for the account. For more information, see "Modifying Account Team Information for an Account".

   • Financial Accounts. Shows the financial account information for the account. For more information, see "Viewing Financial Account Information for an Account".

4. Tap the name of an account in the Accounts list.

5. In the Account 360 View that appears, complete the following steps:

   1. In the account form applet, review additional details about the account.

      Some of the information in this form comes from fields in the non-mobile application for Siebel Finance.

   2. In the Timeline applet, review a timeline of the activities that are associated with the account.

      In the timeline, the icons denote the activity types, and the dates and times denote the ending dates and times of the activities.

      You can tap Activities in the left pane to view additional details about the activities in the timeline and about any other activities for the account, and then tap Account 360 View in the left pane to return to the Account 360 View.

   3. In the applet that contains tiles of opportunity records, review the opportunities associated with the account.

      In the opportunity tiles, the speedometers denote the win-probabilities, and available fields include: sales stage, account, revenue, and close date.

      You can tap Opportunities in the left pane to view additional details about the opportunities in the tiles and about any other opportunities for the account, and then tap Account 360 View in the left pane to return to the Account 360 View.

Performing Needs Analysis for Accounts

You perform a needs analysis for an account to record information about the account. However, you do not automatically create a financial application when you perform a needs analysis.

To perform a needs analysis for an account 

1. Tap the Side Menu icon on the application banner, and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the right pane or work area.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap the name of an account in the Accounts list.

3. In the Account 360 View that appears, complete the following steps:

   1. In the Needs Analysis applet, select a type of analysis.

      For example, select Savings.

   2. Tap Start New.

   3. Complete the fields in the applet for the needs analysis form of the account.

   4. Tap Next to navigate to the form fields in additional applets.

      After you complete all necessary form fields, an applet appears showing information about the products for which the account qualifies.

   5. Tap the check box for the appropriate products, and then tap Close.

      The Financial Applications screen appears.

Modifying Account Information

Complete the following procedure to modify account information.

To modify account information 

1. Tap the Side Menu icon on the application banner, and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the right pane or work area.

   • A list in the left pane in which you can select the related items for accounts.

2. Update an existing account as follows:

   1. Tap an account in the Accounts list.

   2. Tap the record field that you want to update, and update the field value.

      You might not be allowed to update all fields in the record. You must navigate away from the record to save your changes to it.

3. Create a new account as follows:

   1. Tap the plus (+) icon in the work area.

   2. Enter the information for the new account on the form that appears, and then tap the save icon when finished.

Modifying Contact Information for an Account

Complete the following procedure to modify the contact information for an account.

To modify the contact information for an account 

1. Tap the Side Menu icon on the application banner, and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the right pane or work area.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

3. Update an existing account contact as follows:

   1. Tap Contacts in the list in the left pane.

      All contacts associated with the account appear in the work area, and all details for the selected account appear above the list in the work area.

   2. Tap the contact that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You might not be allowed to update all fields in the record. You must navigate away from the record to save your changes to it.

4. Add an existing contact to the account as follows:

   1. Tap Contacts in the list in the left pane, and then tap the plus (+) icon in the work area.

   2. Choose the contact on the list that appears, and then tap OK.

5. Create a new account contact as follows:

   1. Tap Contacts in the list in the left pane, and then tap the double plus (++) icon in the work area.

   2. Enter the information for the new contact on the form that appears, and then tap the save icon when finished.

Modifying Opportunity Information for an Account

Complete the following procedure to modify the opportunity information for an account.

To modify the opportunity information for an account 

1. Tap the Side Menu icon on the application banner, and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the right pane or work area.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

3. Update an existing account opportunity as follows:

   1. Tap Opportunities in the list in the left pane.

      All opportunities associated with the account appear in the work area, and all details for the selected account appear above the list in the work area.

   2. Tap the opportunity that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You might not be allowed to update all fields in the record. You must navigate away from the record to save your changes to it.

4. Create a new account opportunity as follows:

   1. Tap Opportunities in the list in the left pane, and then tap the double plus (++) icon in the work area.

   2. Enter the information for the new opportunity on the form that appears, and then tap the save icon when finished.

Modifying Address Information for an Account

Complete the following procedure to modify the address information for an account.

To modify the address information for an account 

1. Tap the Side Menu icon on the application banner, and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the right pane or work area.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

3. Update an existing account address as follows:

   1. Tap Addresses in the list in the left pane.

      All addresses associated with the account appear in the work area, and all details for the selected account appear above the list in the work area.

   2. Tap the address that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You might not be allowed to update all fields in the record. You must navigate away from the record to save your changes to it.

4. Add an existing address to the account as follows:

   1. Tap Addresses in the list in the left pane, then tap the plus (+) icon in the work area.

   2. Choose the Address on the list that appears, and then tap OK.

5. Create a new account address as follows:

   1. Tap Addresses in the list in the left pane, and then tap the double plus (++) icon in the work area.

   2. Enter the information for the new address on the form that appears, and then tap the save icon when finished.

Modifying Activity Information for an Account

Complete the following procedure to modify the activity information for an account.

To modify the activity information for an account 

1. Tap the Side Menu icon on the application banner, and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the right pane or work area.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

3. Update an existing account activity as follows:

   1. Tap Activities in the list in the left pane.

      All activities associated with the account appear in the work area, and all details for the selected account appear above the list in the work area.

   2. Tap the activity that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You might not be allowed to update all fields in the record. You must navigate away from the record to save your changes to it.

4. Create a new account activity as follows:

   1. Tap Activities in the list in the left pane, then tap the plus (+) icon in the work area.

   2. Enter the information for the new activity on the form that appears, and then tap the save icon when finished.

Modifying Account Team Information for an Account

Complete the following procedure to modify the account team information for an account.

To modify the account team information for an account 

1. Tap the Side Menu icon on the application banner, and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the right pane or work area.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

3. Update an existing account team as follows:

   1. Tap Account Team in the list in the left pane.

      All account teams associated with the account appear in the work area, and all details for the selected account appear above the list in the work area.

   2. Tap the team member that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You might not be allowed to update all fields in the record. You must navigate away from the record to save your changes to it.

4. Add an existing person to the account team as follows:

   1. Tap Account Team in the list in the left pane, and then tap the plus (+) icon in the work area.

   2. Choose the person on the list that appears, and then tap OK.

Viewing Financial Account Information for an Account

Complete the following procedure to view the financial account information for an account. You cannot modify financial account information for an account.

To view the financial account information for an account 

1. Tap the Side Menu icon on the application banner, and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the right pane or work area.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

3. Tap Financial Accounts in the list in the left pane.

   All financial accounts associated with the account appear in the work area, and all details for the selected account appear above the list in the work area.

4. Tap the financial account that you want to view.