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Creating an Account in Siebel Communications (End User)

You can enter detailed information about customers in an account. After adding accounts in Siebel Communications, end users can contribute information for tracking customer service, processing requests, viewing agreements, and so on.

Adding an Account Record

To add an account record in Siebel Communications, follow this procedure.

To add an account record

1. Navigate to the Accounts screen, then the Accounts List view.
2. Add a record, and complete the necessary fields in the record and the More Info form. To access more fields, click the show more button in the form.

   Some fields are described in the following table.

   Field	Comments
   Site	Type a description of the location or function of the account, such as headquarters, corporate, or San Francisco.
   Account Team	Select the user ID of the team for the account. This field determines who can access information about the account.
   Account Class	Select the class for the account. Account classes distinguish an account within an account hierarchy when dividing accounts into billing or service accounts. The Billing Account Explorer and Service Account Explorer views filter using this field. Also, account classes determine the accounts available for association in the Quotes and Entry views. Select a value of Customer in this field when you create a residential customer account. For more information about account classes, see About Accounts in Siebel Communications.
   Address	Select the addresses for the account. You can also enter a new address for the account. In the Account Addresses dialog box, the Premise check box indicates when the address is a premises.
   Good Standing	Select this check box to indicate when the account is centrally blocked and certain activities cannot be performed for it. This field is not the same as the status of the account.
   Synonyms	Select other names for the account. This field allows you to refer to accounts (and their sites) in the way that you prefer. For example, an account named A/B Products, Inc., might have the following synonyms: AB, A/B, and AB Products. When you search for an account or enter an account in another part of Siebel Communications, you can use a synonym instead of the actual name.
   Lock Assignment	Select this check box if you do not want Assignment Manager to run for the account. If you do not select this check box, then Assignment Manager can reassign the account to another team according to the account territory. For example, if you want to allow the same account manager to handle a commercial account with three different locations, then even though two of the locations are in another account manager's territory, do not select this check box.