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Siebel CRM Fundamentals
Siebel Innovation Pack 2015
E24770-01
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Associating Records Using a Single Selection Dialog Box

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

  1. Navigate to the appropriate screen.

  2. Select the record you want to associate with another record.

  3. Click the single select button in the appropriate field.

    A single selection dialog box appears.

  4. In the dialog box, locate and select the record you want to associate.

  5. Click OK.

To associate a new record using a single selection dialog box

  1. Navigate to the appropriate screen.

  2. Select the record with which you want to associate a new record.

  3. Click the single select button in the appropriate field.

    A single selection dialog box appears.

  4. Click New.

  5. In the blank row that is inserted in the dialog box, enter the new record's information.

  6. Click OK.


Note:

There are some situations in which you cannot add new records to single selection dialog boxes.