Managing Households for Siebel Finance

A household is a group of people who live together in the same dwelling.

The following procedures related to households and household management are included in this topic:

• "Displaying Household Details"

• "Modifying Household Information"

• "Modifying Contact Information for a Household"

• "Viewing Note Information for a Household"

• "Viewing Activity Information for a Household"

• "Viewing Opportunity Information for a Household"

• "Viewing Financial Account Information for a Household"

• "Modifying Address Information for a Household"

  
  

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

  
  

Displaying Household Details

You can display household details by using the Households list.

To display household details 

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

   • The Households list and details for the selected household in the right pane.

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

2. Tap a household in the Households list.

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

   • Contacts. Shows the contact information for the household. For more information, see "Modifying Contact Information for a Household".

   • Notes. Shows the note information for the household. For more information, see "Viewing Note Information for a Household".

   • Activities. Shows the activity information for the household. For more information, see "Viewing Activity Information for a Household".

   • Opportunities. Shows the opportunity information for the household. For more information, see "Viewing Opportunity Information for a Household".

   • Financial Accounts. Shows the financial information for the household. For more information, see "Viewing Financial Account Information for a Household".

   • Addresses. Shows the address information for the household. For more information, see "Modifying Address Information for a Household".

Modifying Household Information

Complete the following procedure to modify household information.

To modify household information: 

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

   • The Households list and details for the selected household in the right pane.

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

2. Update an existing household as follows:

   1. Tap a household in the Households list.

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

      You must navigate away from the record to save your changes to it.

3. Create a new household as follows:

   1. Tap the plus (+) icon in the right pane.

   2. Enter the information for the new household on the form that appears, and then save the record.

Modifying Contact Information for a Household

Complete the following procedure to modify the contact information for a household.

If you associate multiple contacts with a household, you can designate one of the contacts as the primary contact. The name of this primary contact appears in the Head of Household field for the household record.

To modify the contact information for a household 

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

   • The Households list and details for the selected household in the right pane.

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

2. Tap a household in the Households list.

3. Update an existing household contact as follows:

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

      All contacts associated with the household appear in the right pane, and all details for the selected household appear above the list in the right pane.

   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 must navigate away from the record to save your changes to it.

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

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

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

5. Create a new household contact as follows:

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

   2. Enter the information for the new contact on the form that appears, and then save the record.

Viewing Note Information for a Household

Complete the following procedure to view the note information for a household.

You can view the note information that is associated with all contacts of the household. For information about modifying the note information for each contact of the household, "Modifying Note Information for a Contact".

To view the note information for a household 

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

   • The Households list and details for the selected household in the right pane.

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

2. Tap a household in the Households list.

3. Tap Notes in the list in the left pane.

   All notes associated with the household appear in the right pane, and all details for the selected household appear above the list in the right pane.

4. Tap the note that you want to view.

Viewing Activity Information for a Household

Complete the following procedure to view the activity information for a household.

You can view the activity information that is associated with all contacts of the household. For information about modifying the activity information for each contact of the household, "Modifying Activity Information for a Contact".

To view the activity information for a household 

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

   • The Households list and details for the selected household in the right pane.

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

2. Tap a household in the Households list.

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

   All activities associated with the household appear in the right pane, and all details for the selected household appear above the list in the right pane.

4. Tap the activity that you want to view.

Viewing Opportunity Information for a Household

Complete the following procedure to view the opportunity information for a household.

You can view the opportunity information that is associated with all contacts of the household. For information about modifying the opportunity information for each contact of the household, "Modifying Opportunity Information for a Contact".

To view the opportunity information for a household 

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

   • The Households list and details for the selected household in the right pane.

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

2. Tap a household in the Households list.

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

   All opportunities associated with the household appear in the right pane, and all details for the selected household appear above the list in the right pane.

4. Tap the opportunity that you want to view.

Viewing Financial Account Information for a Household

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

You can view the financial account information that is associated with all contacts of the household. For information about viewing the financial account information for each contact of the household, "Viewing Financial Account Information for a Contact".

To view the financial account information for a household 

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

   • The Households list and details for the selected household in the right pane.

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

2. Tap a household in the Households list.

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

   All financial accounts associated with the household appear in the right pane, and all details for the selected household appear above the list in the right pane.

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

Modifying Address Information for a Household

Complete the following procedure to modify the address information for a household.

To modify the address information for a household 

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

   • The Households list and details for the selected household in the right pane.

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

2. Tap a household in the Households list.

3. Update an existing household address as follows:

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

      All addresses associated with the household appear in the right pane, and all details for the selected household appear above the list in the right pane.

   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 must navigate away from the record to save your changes to it.

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

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

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

5. Create a new household address as follows:

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

   2. Enter the information for the new address on the form that appears, and then save the record.