Siebel eService Administration Guide Addendum for Industry Applications > Siebel eBanking and Siebel eBrokerage > Managing Siebel eBanking and Siebel eBrokerage >

Determining Whether a Customer Is Enrolled

Call center agents sometimes must verify whether a customer is enrolled in the electronic bill payment application of your company.

To determine whether a customer is enrolled

1. In Siebel Finance, navigate to the Contacts screen, then the Contacts List view.
2. In the visibility filter, select All Contacts.
3. In the Contacts list, select the contact.
4. In the Contacts form applet, click the show more button.

   If the Bill Pay Enrolled field is checked, then the customer is enrolled.