Managing Accounts for Siebel Field Service

An account is a company or individual with whom your company conducts business. It represents the relationship between your company and that company or individual. You can use the Account Details screen as the primary navigation tool for your customer interactions.

The following procedures related to accounts and account management are included in this topic:

• "Displaying Account Details"

• "Viewing Contact Information for an Account"

• "Modifying Service Request Information for an Account"

• "Viewing Asset Information for an Account"

• "Viewing Entitlement Information for an Account"

  
  

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

  
  

Displaying Account Details

You can display account details by using the Accounts list.

To display account details 

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

   • The Accounts list in the right pane.

   • The Calendar showing the activity planning information in the left pane.

2. In the Accounts list, tap the link in the Account field to drill down on the selected record.

   All details for the selected account appear in the right pane, from where you can do the following:

   • "Viewing Contact Information for an Account"

   • "Modifying Service Request Information for an Account"

   • "Viewing Asset Information for an Account"

   • "Viewing Entitlement Information for an Account"

Viewing Contact Information for an Account

Complete the following procedure to view the contact information for an account.

To view the contact information for an account 

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

   • The Accounts list in the right pane.

   • The Calendar showing the activity planning information in the left pane.

2. In the Accounts list, tap the link in the Account field to drill down on the selected record.

   All details for the selected account appear in the right pane.

3. Under Contacts, scroll through all the Contacts associated with the account.

Modifying Service Request Information for an Account

Complete the following procedure to modify the service request information for an account.

To modify the service request information for an account  

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

   • The Accounts list in the right pane.

   • The Calendar showing the activity planning information in the left pane.

2. In the Accounts list, tap the link in the Account field to drill down on the selected record.

   All details for the selected account appear in the right pane.

3. Update an existing account service request as follows:

   1. Tap the down arrow next to Service Requests to expand and show all the service requests associated with the account.

   2. Tap the service request 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. Create a new account service request as follows:

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

   2. Enter the information for the new service request in the fields that appear.

      You must navigate away from the record to save the record.

Viewing Asset Information for an Account

Complete the following procedure to view the asset information for an account.

To view the asset information for an account 

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

   • The Accounts list in the right pane.

   • The Calendar showing the activity planning information in the left pane.

2. In the Accounts list, tap the link in the Account field to drill down on the selected record.

   All details for the selected account appear in the right pane.

3. Tap the down arrow next to Assets to expand and show all the assets associated with the account.

4. Tap the link in the Asset# field to drill down on the selected record and view the details of the asset.

Viewing Entitlement Information for an Account

Complete the following procedure to view the entitlement information for an account.

To view the entitlement information for an account 

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

   • The Accounts list in the right pane.

   • The Calendar showing the activity planning information in the left pane.

2. In the Accounts list, tap the link in the Account field to drill down on the selected record.

   All details for the selected account appear in the right pane.

3. Tap the down arrow next to Entitlements to expand and show all the entitlements associated with the account.