Siebel CRM Siebel Mobile Guide: Connected Siebel Innovation Pack 2014 Rev. A E52426-01 |
|
![]() Previous |
![]() Next |
View PDF |
A financial application is a form that an individual or company submits to set up a financial account.
The following procedure related to financial applications and financial application management is included in this topic:
"Displaying Financial Application Details"
Note: You must complete the relevant setup tasks detailed in Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Finance. |
You can display financial application details by using the Financial Applications list.You cannot modify financial application information. This information originates in the non-mobile application for Siebel Finance.
To display financial application details
Tap the Side Menu icon on the application banner, and then tap Financial Applications to display the Financial Applications list and details for the selected financial application in the right pane or work area.
Tap a financial application in the Financial Applications list.