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Siebel Order Management Guide Addendum for Financial Services > Managing Contacts > Process of Managing Financial Contacts >
Viewing Contact Summary Information
The Contact Summary view provides a comprehensive view of a contact's relationship with a user's organization. This view displays the customer's contact information, financial accounts, applications, and relationships associated with the customer. To view contact summary information
- Navigate to the Contacts screen and then the Contacts List view.
- In the Contacts list, drill down on a contact.
- Click the Summary view tab.
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